• Grow Your Wealth

  • Protect Your Hard Work

  • Choose How You Want To Be Taxed

  • 1
  • 2
  • 3

The A&I Team

A&I Financial Services Optimizing Assets and IncomeA&I Financial Services LLC helps families and business owners grow their wealth, protect their hard work, and choose how they want to be taxed.
Learn more

Wealth Management

wealth-management-video-thumb-200

Safe, professional and proven, our wealth managers identify where you are now, where you want to go, and how to get there. Watch this video.

Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax FreeRead this book and learn about a clear, specific action plan for obtaining the maximum allowable control over when and how you pay taxes. Kindle and hardback versions available at Amazon.com
Learn more

A&I Financial Services Periscope Newsletter

Each new edition of our Periscope Weekly Investment Blog is available on our website. In addition, use the link below to sign up for weekly e-mail delivery of the complete newsletter. Stay informed!
Read Recent Newsletters
Sign up here
Request a Consultation

Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax FreeAn assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
Learn more

A&I News and Community

A&I Financial Services News and Community

Our experts are a resource for the media and we volunteer with numerous non-profit groups and financial organizations.
Learn more

A&I Financial Services Periscope Newsletter

Each new edition of our Periscope Newsletter is available on our blog. In addition, use the links below to sign up for weekly e-mail delivery of the complete Newsletter with additional content. Sign up and stay informed!
Sign up for email delivery here
Request a Consultation

Periscope Blog

Investment Timing
We are making some changes to our clients' portfolios this month. For those of you who are invested with us in the Foundation Income and World Growth ...
Continue Reading...

A&I Financial Services Partners