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Name: Understanding Healthcare costs with Dr. Bill Lloyd
Start: 2023-06-01
End: 2023-06-01
Location: A&I Wealth Management

A&I Financial Services is Denver based Financial Advisor & Financial Planner

Colorado-owned,
Family firm.

Since 1986, we have served a small number of successful families, business owners and individuals.

Advanced Financial
Planning.

We make it simple to achieve your real-life financial goals.

Down-to-earth,
Experienced Financial Advisors.

Our team has decades of experience navigating life’s most important decisions.

Our Financial Services

35+ yrs of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, tax planning and more in Denver Colorado.

Call +1 303-690-5070

Investment Advice

Patented investment process, including ESG investing: environmental, social and governance considerations.

Financial Planning

Align your money with your values, goals and relationships and bring peace of mind.

Retirement Income Planning

Be confident and keep your independence, dignity and lifestyle for the rest of your life.

Concentrated Wealth

Expertise for concentrated equity positions, reducing taxes and other costs.

Charitable Planning

Make an impact beyond your family, helping our community and the world at large.

Life Planning

College and education planning, long-term care planning, buying real estate, and help with the emotional dimensions of money.

Our Little Story

About Us

Clients have counted on A & I Financial Services to navigate financial decisions for over 35 years. We are a second-generation, Colorado-owned and operated firm. As independent Financial Advisors, we are able to select the financial partners, products and service providers that will best position our clients for success. We serve a small number of successful families and business owners in Colorado: Denver, Englewood, Greenwood Village, Littleton, Lone Tree and Centennial.

Did you know that

Our Extended Family of Clients

We treat our clients like members of the family. They include
Family stewards
Non-traditional families
Grandparents
Children caring for multiple generations
Families in transition
Widows and widowers
Physicians/ Specialty Doctors
Lawyers/ Law Firm Owners

Read Our Story

We are experts for Business Owners

We understand the challenges faced by executives and business owners.

Concentrated wealth strategies
How to protect and grow my wealth
How to go tax free
Employee and family dynamics
Asset protection
Coordinating a team of experts

Read Our Story

People We Serve

View All Works

Families
Long-term, real-life financial success begins with a plan. Our advisors can help you chart a legacy measured by generations of success. Our clients benefit from an expert team of professionals.
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Business Owners and Executives
Small business owners, we speak your language! We help you maximize your financial return, minimize your tax liability, plan for your exit from the business, and mitigate risk. Our exclusive process and team of experts simplify your life and let you sleep soundly.
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Life Transitions
We understand life transitions often come hand-in-hand with a sudden change in finances.
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Women’s Wealth and Wellness
Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.
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