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data-frame_999="o:0;tp:600;st:w;sR:8690;" style="z-index:8;font-family:Montserrat;" >Grow and protect </rs-layer><!-- --><a id="slider-1-slide-1-layer-13" class="rs-layer rev-btn" href="/why-choose-us/" target="_self" rel="nofollow" data-type="button" data-color="rgba(255,255,255,1)" data-xy="xo:36px,36px,36px,85px;y:m;yo:180px,180px,180px,59px;" data-text="s:16;l:17;fw:700;a:inherit;" data-padding="t:16,16,16,13;r:37,37,37,27;b:21,21,21,18;l:37,37,37,27;" data-border="bos:solid;boc:#ffffff;bow:2px,2px,2px,2px;bor:30px,30px,30px,30px;" data-frame_0="tp:600;" data-frame_1="tp:600;st:490;sR:490;" data-frame_999="o:0;tp:600;st:w;sR:8210;" data-frame_hover="c:#254099;bgc:#fff;boc:#fff;bor:30px,30px,30px,30px;bos:solid;bow:2px,2px,2px,2px;oX:50;oY:50;sp:0;" style="z-index:9;background-color:rgba(55,64,176,0);font-family:Montserrat;cursor:pointer;outline:none;box-shadow:none;box-sizing:border-box;-moz-box-sizing:border-box;-webkit-box-sizing:border-box;" >Learn More </a><!-- --> </rs-slide> <rs-slide data-key="rs-3" data-title="Slide" data-thumb="//www.assetsandincome.com/wp-content/uploads/2020/07/slider_images-02-1-1-100x50.jpg" data-anim="ei:d;eo:d;s:600;r:0;t:fade;sl:d;"> <img src="//www.assetsandincome.com/wp-content/uploads/2020/07/slider_images-02-1-1.jpg" alt="Align your investments and values" title="slider_images-02 (1)" width="1801" height="1001" data-bg="p:center top;" data-parallax="off" data-panzoom="d:10000;ss:100;se:110;" class="rev-slidebg" data-no-retina> <!-- --><rs-layer id="slider-1-slide-3-layer-1" data-type="text" data-tsh="c:rgba(0,0,0,0.63);v:3px;b:5px;" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:28px,28px,28px,0;y:m;yo:-20px,-20px,-20px,-94px;" data-text="s:98,98,98,36;l:auto;fw:700;a:inherit;" data-frame_0="x:50px,50px,50px,42px;tp:600;" data-frame_1="x:0,0,0,0px;y:0,0,0,0px;tp:600;sR:10;" data-frame_999="o:0;tp:600;st:w;sR:8690;" style="z-index:11;font-family:Montserrat;" >and your values </rs-layer><!-- --><rs-layer id="slider-1-slide-3-layer-2" data-type="text" data-tsh="c:rgba(0,0,0,0.63);v:3px;b:5px;" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:38px,38px,38px,0;y:m;yo:107px,107px,107px,-15px;" data-text="w:normal;s:20,20,20,16;l:32,32,32,28;a:inherit,inherit,inherit,center;" data-dim="w:724px,724px,724px,366px;h:65px,65px,65px,auto;" data-frame_0="x:50px;tp:600;" data-frame_1="tp:600;st:280;sR:280;" data-frame_999="o:0;tp:600;st:w;sR:8420;" style="z-index:13;font-family:Open Sans;" >Our wealth managers build custom portfolios based on your unique values, goals and relationships. </rs-layer><!-- --><a id="slider-1-slide-3-layer-4" class="rs-layer rev-btn" href="/contact" target="_self" rel="nofollow" data-type="button" data-xy="x:l,l,l,c;xo:216px,216px,216px,89px;y:m;yo:180px,180px,180px,59px;" data-text="s:16;l:17;fw:700;a:inherit;" data-padding="t:17,17,17,14;r:39,39,39,29;b:22,22,22,19;l:39,39,39,29;" data-border="bor:30px,30px,30px,30px;" data-frame_0="tp:600;" data-frame_1="tp:600;st:640;sR:640;" data-frame_999="o:0;tp:600;st:w;sR:8060;" data-frame_hover="c:#3740b0;bgc:#fff;boc:#000;bor:30px,30px,30px,30px;bos:solid;oX:50;oY:50;sp:0;" style="z-index:14;background-color:#002c5f;font-family:Montserrat;cursor:pointer;outline:none;box-shadow:none;box-sizing:border-box;-moz-box-sizing:border-box;-webkit-box-sizing:border-box;" >Contact Us </a><!-- --><rs-layer id="slider-1-slide-3-layer-6" data-type="text" data-color="#89a6ef" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:37px,37px,37px,0;y:m;yo:-95px,-95px,-95px,-148px;" data-text="s:60,60,60,30;l:auto;a:inherit;" data-frame_0="x:50px;tp:600;" data-frame_1="tp:600;sR:10;" data-frame_999="o:0;tp:600;st:w;sR:8690;" style="z-index:12;font-family:Montserrat;" > </rs-layer><!-- --><rs-layer id="slider-1-slide-3-layer-11" data-type="text" data-tsh="c:rgba(0,0,0,0.63);v:3px;b:5px;" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:22px,22px,22px,0;y:m;yo:-138px,-138px,-138px,-141px;" data-text="s:98,98,98,36;l:auto;fw:700;a:inherit;" data-frame_0="x:50px,50px,50px,40px;tp:600;" data-frame_1="x:0,0,0,0px;y:0,0,0,0px;tp:600;sR:10;" data-frame_999="o:0;tp:600;st:w;sR:8690;" style="z-index:9;font-family:Montserrat;" >Align your investments </rs-layer><!-- --><a id="slider-1-slide-3-layer-13" class="rs-layer rev-btn" href="/environmental-social-and-governance/" target="_self" rel="nofollow" data-type="button" data-color="rgba(255,255,255,1)" data-xy="xo:36px,36px,36px,85px;y:m;yo:180px,180px,180px,59px;" data-text="s:16;l:17;fw:700;a:inherit;" data-padding="t:16,16,16,13;r:37,37,37,27;b:21,21,21,18;l:37,37,37,27;" data-border="bos:solid;boc:#ffffff;bow:2px,2px,2px,2px;bor:30px,30px,30px,30px;" data-frame_0="tp:600;" data-frame_1="tp:600;st:490;sR:490;" data-frame_999="o:0;tp:600;st:w;sR:8210;" data-frame_hover="c:#254099;bgc:#fff;boc:#fff;bor:30px,30px,30px,30px;bos:solid;bow:2px,2px,2px,2px;oX:50;oY:50;sp:0;" style="z-index:10;background-color:rgba(55,64,176,0);font-family:Montserrat;cursor:pointer;outline:none;box-shadow:none;box-sizing:border-box;-moz-box-sizing:border-box;-webkit-box-sizing:border-box;" >Learn More </a><!-- --> </rs-slide> <rs-slide data-key="rs-4" data-title="Slide" data-thumb="//www.assetsandincome.com/wp-content/uploads/2020/07/slider_images-03-1-1-100x50.jpg" data-anim="ei:d;eo:d;s:600;r:0;t:fade;sl:d;"> <img src="//www.assetsandincome.com/wp-content/uploads/2020/07/slider_images-03-1-1.jpg" alt="Go Tax Free" title="slider_images-03 (1)" width="1801" height="1001" data-bg="p:center top;" data-parallax="off" data-panzoom="d:10000;ss:100;se:110;" class="rev-slidebg" data-no-retina> <!-- --><rs-layer id="slider-1-slide-4-layer-1" data-type="text" data-tsh="c:rgba(0,0,0,0.63);v:3px;b:5px;" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:28px,28px,28px,0;y:m;yo:-20px,-20px,-20px,-94px;" data-text="s:98,98,98,44;l:auto;fw:700;a:inherit;" data-frame_0="x:50px;tp:600;" data-frame_1="tp:600;sR:10;" data-frame_999="o:0;tp:600;st:w;sR:8690;" style="z-index:11;font-family:Montserrat;" >Go tax free </rs-layer><!-- --><rs-layer id="slider-1-slide-4-layer-2" data-type="text" data-tsh="c:rgba(0,0,0,0.63);v:3px;b:5px;" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:38px,38px,38px,0;y:m;yo:107px,107px,107px,-15px;" data-text="w:normal;s:20,20,20,16;l:32,32,32,28;a:inherit,inherit,inherit,center;" data-dim="w:724px,724px,724px,366px;h:65px,65px,65px,auto;" data-frame_0="x:50px;tp:600;" data-frame_1="tp:600;st:280;sR:280;" data-frame_999="o:0;tp:600;st:w;sR:8420;" style="z-index:13;font-family:Open Sans;" >We provide advanced financial planning to give you choice and control over taxes, debt and investments. </rs-layer><!-- --><a id="slider-1-slide-4-layer-4" class="rs-layer rev-btn" href="/contact" target="_self" rel="nofollow" data-type="button" data-xy="x:l,l,l,c;xo:216px,216px,216px,89px;y:m;yo:180px,180px,180px,59px;" data-text="s:16;l:17;fw:700;a:inherit;" data-padding="t:17,17,17,14;r:39,39,39,29;b:22,22,22,19;l:39,39,39,29;" data-border="bor:30px,30px,30px,30px;" data-frame_0="tp:600;" data-frame_1="tp:600;st:640;sR:640;" data-frame_999="o:0;tp:600;st:w;sR:8060;" data-frame_hover="c:#3740b0;bgc:#fff;boc:#000;bor:30px,30px,30px,30px;bos:solid;oX:50;oY:50;sp:0;" style="z-index:14;background-color:#002c5f;font-family:Montserrat;cursor:pointer;outline:none;box-shadow:none;box-sizing:border-box;-moz-box-sizing:border-box;-webkit-box-sizing:border-box;" >Contact Us </a><!-- --><rs-layer id="slider-1-slide-4-layer-6" data-type="text" data-color="#89a6ef" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:37px,37px,37px,0;y:m;yo:-95px,-95px,-95px,-148px;" data-text="s:60,60,60,30;l:auto;a:inherit;" data-frame_0="x:50px;tp:600;" data-frame_1="tp:600;sR:10;" data-frame_999="o:0;tp:600;st:w;sR:8690;" style="z-index:12;font-family:Montserrat;" > </rs-layer><!-- --><rs-layer id="slider-1-slide-4-layer-11" data-type="text" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:22px,22px,22px,0;y:m;yo:-138px,-138px,-138px,-141px;" data-text="s:98,98,98,44;l:auto;fw:700;a:inherit;" data-frame_0="x:50px;tp:600;" data-frame_1="tp:600;sR:10;" data-frame_999="o:0;tp:600;st:w;sR:8690;" style="z-index:9;font-family:Montserrat;" > </rs-layer><!-- --><a id="slider-1-slide-4-layer-13" class="rs-layer rev-btn" href="/go-tax-free-life-insurance-roth-iras/" target="_self" rel="nofollow" data-type="button" data-color="rgba(255,255,255,1)" data-xy="xo:36px,36px,36px,85px;y:m;yo:180px,180px,180px,59px;" data-text="s:16;l:17;fw:700;a:inherit;" data-padding="t:16,16,16,13;r:37,37,37,27;b:21,21,21,18;l:37,37,37,27;" data-border="bos:solid;boc:#ffffff;bow:2px,2px,2px,2px;bor:30px,30px,30px,30px;" data-frame_0="tp:600;" data-frame_1="tp:600;st:490;sR:490;" data-frame_999="o:0;tp:600;st:w;sR:8210;" data-frame_hover="c:#254099;bgc:#fff;boc:#fff;bor:30px,30px,30px,30px;bos:solid;bow:2px,2px,2px,2px;oX:50;oY:50;sp:0;" style="z-index:10;background-color:rgba(55,64,176,0);font-family:Montserrat;cursor:pointer;outline:none;box-shadow:none;box-sizing:border-box;-moz-box-sizing:border-box;-webkit-box-sizing:border-box;" >Learn More </a><!-- --> </rs-slide> <rs-slide data-key="rs-5" data-title="Slide" data-thumb="//www.assetsandincome.com/wp-content/uploads/2020/07/slider_image-event-100x50.jpg" data-anim="ei:d;eo:d;s:600;r:0;t:fade;sl:d;"> <img src="//www.assetsandincome.com/wp-content/uploads/2020/07/slider_image-event.jpg" alt="Join us for an event" title="slider_image-event" width="1801" height="1001" data-bg="p:center top;" data-parallax="off" data-panzoom="d:10000;ss:100;se:110;" class="rev-slidebg" data-no-retina> <!-- --><rs-layer id="slider-1-slide-5-layer-1" data-type="text" data-tsh="c:rgba(0,0,6,0.63);v:3px;b:5px;" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:28px,28px,28px,0;y:m;yo:-20px,-20px,-20px,-94px;" data-text="s:98,98,98,40;l:auto;fw:700;a:inherit;" data-frame_0="x:50px;tp:600;" data-frame_1="tp:600;sR:10;" data-frame_999="o:0;tp:600;st:w;sR:8690;" style="z-index:11;font-family:Montserrat;" >Join us for an event </rs-layer><!-- --><rs-layer id="slider-1-slide-5-layer-2" data-type="text" data-tsh="c:rgba(0,0,6,0.63);v:3px;b:5px;" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:38px,38px,38px,0;y:m;yo:107px,107px,107px,-15px;" data-text="w:normal;s:20,20,20,16;l:32,32,32,28;a:inherit,inherit,inherit,center;" data-dim="w:724px,724px,724px,366px;h:65px,65px,65px,auto;" data-frame_0="x:50px;tp:600;" data-frame_1="tp:600;st:280;sR:280;" data-frame_999="o:0;tp:600;st:w;sR:8420;" style="z-index:13;font-family:Open Sans;" >We educate and empower our clients and community to achieve financial success. </rs-layer><!-- --><a id="slider-1-slide-5-layer-4" class="rs-layer rev-btn" href="/contact" target="_self" rel="nofollow" data-type="button" data-xy="x:l,l,l,c;xo:216px,216px,216px,89px;y:m;yo:180px,180px,180px,59px;" data-text="s:16;l:17;fw:700;a:inherit;" data-padding="t:17,17,17,14;r:39,39,39,29;b:22,22,22,19;l:39,39,39,29;" data-border="bor:30px,30px,30px,30px;" data-frame_0="tp:600;" data-frame_1="tp:600;st:640;sR:640;" data-frame_999="o:0;tp:600;st:w;sR:8060;" data-frame_hover="c:#3740b0;bgc:#fff;boc:#000;bor:30px,30px,30px,30px;bos:solid;oX:50;oY:50;sp:0;" style="z-index:14;background-color:#002c5f;font-family:Montserrat;cursor:pointer;outline:none;box-shadow:none;box-sizing:border-box;-moz-box-sizing:border-box;-webkit-box-sizing:border-box;" >Contact Us </a><!-- --><rs-layer id="slider-1-slide-5-layer-6" data-type="text" data-color="#89a6ef" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:37px,37px,37px,0;y:m;yo:-95px,-95px,-95px,-148px;" data-text="s:60,60,60,30;l:auto;a:inherit;" data-frame_0="x:50px;tp:600;" data-frame_1="tp:600;sR:10;" data-frame_999="o:0;tp:600;st:w;sR:8690;" style="z-index:12;font-family:Montserrat;" > </rs-layer><!-- --><rs-layer id="slider-1-slide-5-layer-11" data-type="text" data-rsp_ch="on" data-xy="x:l,l,l,c;xo:22px,22px,22px,0;y:m;yo:-138px,-138px,-138px,-141px;" data-text="s:98,98,98,44;l:auto;fw:700;a:inherit;" data-frame_0="x:50px;tp:600;" data-frame_1="tp:600;sR:10;" data-frame_999="o:0;tp:600;st:w;sR:8690;" style="z-index:9;font-family:Montserrat;" > </rs-layer><!-- --><a id="slider-1-slide-5-layer-13" class="rs-layer rev-btn" href="/events/" target="_self" rel="nofollow" data-type="button" data-color="rgba(255,255,255,1)" data-xy="xo:36px,36px,36px,85px;y:m;yo:180px,180px,180px,59px;" data-text="s:16;l:17;fw:700;a:inherit;" data-padding="t:16,16,16,13;r:37,37,37,27;b:21,21,21,18;l:37,37,37,27;" data-border="bos:solid;boc:#ffffff;bow:2px,2px,2px,2px;bor:30px,30px,30px,30px;" data-frame_0="tp:600;" data-frame_1="tp:600;st:490;sR:490;" data-frame_999="o:0;tp:600;st:w;sR:8210;" data-frame_hover="c:#254099;bgc:#fff;boc:#fff;bor:30px,30px,30px,30px;bos:solid;bow:2px,2px,2px,2px;oX:50;oY:50;sp:0;" 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><div class="gdlr-core-pbf-background gdlr-core-parallax gdlr-core-js" style="background-size: cover ;background-position: center ;" data-parallax-speed="0.2" ></div></div><div class="gdlr-core-pbf-wrapper-content gdlr-core-js " ><div class="gdlr-core-pbf-wrapper-container clearfix gdlr-core-pbf-wrapper-full-no-space" ><div class="gdlr-core-pbf-column gdlr-core-column-20 gdlr-core-column-first" data-skin="Hp2 Column Service" id="gdlr-core-column-56821" ><div class="gdlr-core-pbf-column-content-margin gdlr-core-js " style="padding: 80px 40px 30px 60px;" data-sync-height="service-height" data-sync-height-center ><div class="gdlr-core-pbf-background-wrap" ><div class="gdlr-core-pbf-background gdlr-core-parallax gdlr-core-js" style="background-image: url(https://www.assetsandincome.com/wp-content/uploads/2020/07/Home_Colorado_Owned.jpg) ;background-size: cover ;background-position: center ;" data-parallax-speed="0.1" ></div></div><div class="gdlr-core-pbf-column-content clearfix gdlr-core-js gdlr-core-sync-height-content" ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-column-service-item gdlr-core-item-pdb gdlr-core-left-align gdlr-core-column-service-icon-left gdlr-core-no-caption gdlr-core-item-pdlr" style="padding-bottom: 30px;" ><div class="gdlr-core-column-service-media gdlr-core-media-image" style="margin-top: 10px;margin-right: 30px;" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/07/Colorado_Owned_Icon_White.png" alt="" width="46" height="46" title="Colorado_Owned_Icon_White" /></div><div class="gdlr-core-column-service-content-wrapper" ><div class="gdlr-core-column-service-title-wrap" ><h3 class="gdlr-core-column-service-title gdlr-core-skin-title" style="font-size: 22px ;font-weight: 600 ;letter-spacing: 0px ;text-transform: none ;" >Colorado-owned, <br/>Family firm.</h3></div><div class="gdlr-core-column-service-content" style="font-size: 17px ;text-transform: none ;" ><p>Since 1986, we have served a small number of successful families, business owners and individuals.</p> <a class="gdlr-core-column-service-read-more gdlr-core-info-font" href="/who-we-serve" target="_self" >Read More</a></div></div></div></div></div></div></div><div class="gdlr-core-pbf-column gdlr-core-column-20" data-skin="Hp2 Column Service" id="gdlr-core-column-26540" ><div class="gdlr-core-pbf-column-content-margin gdlr-core-js " style="padding: 80px 40px 30px 60px;" data-sync-height="service-height" data-sync-height-center ><div class="gdlr-core-pbf-background-wrap" ><div class="gdlr-core-pbf-background gdlr-core-parallax gdlr-core-js" style="background-image: url(https://www.assetsandincome.com/wp-content/uploads/2020/07/Home_Advanced_Financial_Planning.jpg) ;background-size: cover ;background-position: center ;" data-parallax-speed="0.1" ></div></div><div class="gdlr-core-pbf-column-content clearfix gdlr-core-js gdlr-core-sync-height-content" ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-column-service-item gdlr-core-item-pdb gdlr-core-left-align gdlr-core-column-service-icon-left gdlr-core-with-caption gdlr-core-item-pdlr" style="padding-bottom: 30px;" ><div class="gdlr-core-column-service-media gdlr-core-media-image" style="margin-top: 10px;margin-right: 30px;" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/05/Financial_Planning_Icon_White.png" alt="" width="46" height="46" title="Financial_Planning_Icon_White" /></div><div class="gdlr-core-column-service-content-wrapper" ><div class="gdlr-core-column-service-title-wrap" ><h3 class="gdlr-core-column-service-title gdlr-core-skin-title" style="font-size: 22px ;font-weight: 600 ;letter-spacing: 0px ;text-transform: none ;" >Advanced <br/>Financial Planning.</h3><div class="gdlr-core-column-service-caption gdlr-core-info-font gdlr-core-skin-caption" style="text-transform: uppercase ;" > </div></div><div class="gdlr-core-column-service-content" style="font-size: 17px ;text-transform: none ;" ><p style="color: #fff;">We make it simple to achieve your real-life financial goals.</p> <a class="gdlr-core-column-service-read-more gdlr-core-info-font" href="/financial-planning/" target="_self" >Read More</a></div></div></div></div></div></div></div><div class="gdlr-core-pbf-column gdlr-core-column-20" data-skin="Hp2 Column Service 2" id="gdlr-core-column-5221" ><div class="gdlr-core-pbf-column-content-margin gdlr-core-js " style="padding: 80px 40px 30px 60px;" data-sync-height="service-height" data-sync-height-center ><div class="gdlr-core-pbf-background-wrap" ><div class="gdlr-core-pbf-background gdlr-core-parallax gdlr-core-js" style="background-image: url(https://www.assetsandincome.com/wp-content/uploads/2020/07/Home_Experienced_Team.jpg) ;background-size: cover ;background-position: center ;" data-parallax-speed="0.1" ></div></div><div class="gdlr-core-pbf-column-content clearfix gdlr-core-js gdlr-core-sync-height-content" ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-column-service-item gdlr-core-item-pdb gdlr-core-left-align gdlr-core-column-service-icon-left gdlr-core-no-caption gdlr-core-item-pdlr" style="padding-bottom: 30px;" ><div class="gdlr-core-column-service-media gdlr-core-media-image" style="margin-top: 10px;margin-right: 30px;" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/07/Team_Icon_White.png" alt="" width="46" height="46" title="Team_Icon_White" /></div><div class="gdlr-core-column-service-content-wrapper" ><div class="gdlr-core-column-service-title-wrap" ><h3 class="gdlr-core-column-service-title gdlr-core-skin-title" style="font-size: 22px ;font-weight: 600 ;letter-spacing: 0px ;text-transform: none ;" >Down-to-earth, <br/>Experienced Financial Advisors.</h3></div><div class="gdlr-core-column-service-content" style="font-size: 17px ;text-transform: none ;" ><p>Our team has decades of experience navigating life’s most important decisions.</p> <a class="gdlr-core-column-service-read-more gdlr-core-info-font" href="/why-choose-us/" target="_self" >Read More</a></div></div></div></div></div></div></div></div></div></div><div class="gdlr-core-pbf-wrapper " style="margin: 30px 0px 0px 0px;" ><div class="gdlr-core-pbf-background-wrap" ><div class="gdlr-core-pbf-background gdlr-core-parallax gdlr-core-js" style="background-repeat: no-repeat ;background-position: center ;" data-parallax-speed="0.04" ></div></div><div class="gdlr-core-pbf-wrapper-content gdlr-core-js " ><div class="gdlr-core-pbf-wrapper-container clearfix gdlr-core-container" ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-title-item gdlr-core-item-pdb clearfix gdlr-core-center-align gdlr-core-title-item-caption-bottom gdlr-core-item-pdlr" style="padding-bottom: 27px ;" ><div class="gdlr-core-title-item-title-wrap " ><h3 class="gdlr-core-title-item-title gdlr-core-skin-title " style="font-size: 44px ;font-weight: 600 ;letter-spacing: 0px ;text-transform: none ;color: #232323 ;" >Services We Provide<span class="gdlr-core-title-item-title-divider gdlr-core-skin-divider" ></span></h3></div><span class="gdlr-core-title-item-caption gdlr-core-info-font gdlr-core-skin-caption" style="font-size: 14px ;font-style: normal ;letter-spacing: 2px ;text-transform: uppercase ;margin-top: 5px ;" >Covered in these areas</span></div></div><div class="gdlr-core-pbf-element" ><div class="gdlr-core-divider-item gdlr-core-divider-item-normal gdlr-core-item-pdlr gdlr-core-center-align" style="margin-bottom: 25px ;" ><div class="gdlr-core-divider-container" style="max-width: 54px ;" ><div class="gdlr-core-divider-line gdlr-core-skin-divider" style="border-color: rgb(0, 44, 95) ;border-width: 4px;" ></div></div></div></div></div></div></div><div class="gdlr-core-pbf-wrapper " style="margin: 0px 0px 0px 0px;padding: 0px 0px 160px 0px;" ><div class="gdlr-core-pbf-background-wrap" ></div><div class="gdlr-core-pbf-wrapper-content gdlr-core-js " ><div class="gdlr-core-pbf-wrapper-container clearfix gdlr-core-container" ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-hover-box-item gdlr-core-item-pdb clearfix gdlr-core-left-align" style="padding-bottom: 20px ;" ><div class="gdlr-core-hover-box-column gdlr-core-item-pdlr gdlr-core-item-mgb gdlr-core-column-20 gdlr-core-column-first" ><div class="gdlr-core-hover-box gdlr-core-outer-frame-element clearfix" style="box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -moz-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -webkit-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); " ><div class="gdlr-core-hover-box-thumbnail-top gdlr-core-media-image" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/07/Investment_Advice_Bucket.jpg" alt="" width="701" height="424" title="Investment_Advice_Bucket" /></div><div class="gdlr-core-hover-box-content-wrap" style="padding-left: 35px;" ><h3 class="gdlr-core-hover-box-title gdlr-core-skin-title" style="font-size: 20px ;text-transform: none ;color: #002c5f ;" >Investment Advice</h3><div class="gdlr-core-hover-box-content gdlr-core-skin-content" style="color: #898989 ;" ><p>Patented investment process, including ESG investing: environmental, social and governance considerations.</p> </div></div><a class="gdlr-core-hover-box-link" href="/what-we-believe/" ></a></div></div><div class="gdlr-core-hover-box-column gdlr-core-item-pdlr gdlr-core-item-mgb gdlr-core-column-20" ><div class="gdlr-core-hover-box gdlr-core-outer-frame-element clearfix" style="box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -moz-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -webkit-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); " ><div class="gdlr-core-hover-box-thumbnail-top gdlr-core-media-image" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/07/financial_planning_bucket-1.jpg" alt="" width="701" height="424" title="financial_planning_bucket" /></div><div class="gdlr-core-hover-box-content-wrap" style="padding-left: 35px;" ><h3 class="gdlr-core-hover-box-title gdlr-core-skin-title" style="font-size: 20px ;text-transform: none ;color: #002c5f ;" >Financial Planning</h3><div class="gdlr-core-hover-box-content gdlr-core-skin-content" style="color: #898989 ;" ><p>Align your money with your values, goals and relationships and bring peace of mind.</p> </div></div><a class="gdlr-core-hover-box-link" href="/financial-planning/" ></a></div></div><div class="gdlr-core-hover-box-column gdlr-core-item-pdlr gdlr-core-item-mgb gdlr-core-column-20" ><div class="gdlr-core-hover-box gdlr-core-outer-frame-element clearfix" style="box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -moz-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -webkit-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); " ><div class="gdlr-core-hover-box-thumbnail-top gdlr-core-media-image" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/05/Retirement_Bucket-.jpg" alt="Couple on yacht" width="701" height="424" title="Retirement_Boat" /></div><div class="gdlr-core-hover-box-content-wrap" style="padding-left: 35px;" ><h3 class="gdlr-core-hover-box-title gdlr-core-skin-title" style="font-size: 20px ;text-transform: none ;color: #002c5f ;" >Retirement Income Planning</h3><div class="gdlr-core-hover-box-content gdlr-core-skin-content" style="color: #898989 ;" ><p>Be confident and keep your independence, dignity and lifestyle for the rest of your life.</p> </div></div><a class="gdlr-core-hover-box-link" href="/who-we-serve/retirement-planning/" ></a></div></div><div class="gdlr-core-hover-box-column gdlr-core-item-pdlr gdlr-core-item-mgb gdlr-core-column-20 gdlr-core-column-first" ><div class="gdlr-core-hover-box gdlr-core-outer-frame-element clearfix" style="box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -moz-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -webkit-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); " ><div class="gdlr-core-hover-box-thumbnail-top gdlr-core-media-image" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/07/Concentrated_Wealth_Bucket.jpg" alt="" width="701" height="424" title="Concentrated_Wealth_Bucket" /></div><div class="gdlr-core-hover-box-content-wrap" style="padding-left: 35px;" ><h3 class="gdlr-core-hover-box-title gdlr-core-skin-title" style="font-size: 20px ;text-transform: none ;color: #002c5f ;" >Concentrated Wealth</h3><div class="gdlr-core-hover-box-content gdlr-core-skin-content" style="color: #898989 ;" ><p>Expertise for concentrated equity positions, reducing taxes and other costs.</p> </div></div><a class="gdlr-core-hover-box-link" href="/who-we-serve/business-owners-and-executives/#concentrated-wealth" ></a></div></div><div class="gdlr-core-hover-box-column gdlr-core-item-pdlr gdlr-core-item-mgb gdlr-core-column-20" ><div class="gdlr-core-hover-box gdlr-core-outer-frame-element clearfix" style="box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -moz-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -webkit-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); " ><div class="gdlr-core-hover-box-thumbnail-top gdlr-core-media-image" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/06/Charitable_Planning_Bucket.jpg" alt="" width="701" height="424" title="Charitable_Planning_Bucket" /></div><div class="gdlr-core-hover-box-content-wrap" style="padding-left: 35px;" ><h3 class="gdlr-core-hover-box-title gdlr-core-skin-title" style="font-size: 20px ;text-transform: none ;color: #002c5f ;" >Charitable Planning</h3><div class="gdlr-core-hover-box-content gdlr-core-skin-content" style="color: #898989 ;" ><p>Make an impact beyond your family, helping our community and the world at large.</p> </div></div><a class="gdlr-core-hover-box-link" href="/who-we-serve/charitable-planning/" ></a></div></div><div class="gdlr-core-hover-box-column gdlr-core-item-pdlr gdlr-core-item-mgb gdlr-core-column-20" ><div class="gdlr-core-hover-box gdlr-core-outer-frame-element clearfix" style="box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -moz-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); -webkit-box-shadow: 0 0 74px rgba(10, 10, 10,0.07); " ><div class="gdlr-core-hover-box-thumbnail-top gdlr-core-media-image" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/05/womens_charitable_planning_bucket.jpg" alt="" width="701" height="424" title="womens_charitable_planning_bucket" /></div><div class="gdlr-core-hover-box-content-wrap" style="padding-left: 35px;" ><h3 class="gdlr-core-hover-box-title gdlr-core-skin-title" style="font-size: 20px ;text-transform: none ;color: #002c5f ;" >Life Planning</h3><div class="gdlr-core-hover-box-content gdlr-core-skin-content" style="color: #898989 ;" ><p>College and education planning, long-term care planning, buying real estate, and help with the emotional dimensions of money. </p> </div></div><a class="gdlr-core-hover-box-link" href="/who-we-serve/life-planning/" ></a></div></div></div></div></div></div></div><div class="gdlr-core-pbf-wrapper " style="margin: 0px 0px 0px 0px;padding: 110px 0px 225px 0px;" data-skin="Hp2 Column Service" ><div class="gdlr-core-pbf-background-wrap" ><div class="gdlr-core-pbf-background gdlr-core-parallax gdlr-core-js" style="background-image: url(https://www.assetsandincome.com/wp-content/uploads/2020/07/hp2-about-bg.jpg) ;background-size: cover ;background-position: center ;" data-parallax-speed="0.1" ></div></div><div class="gdlr-core-pbf-wrapper-content gdlr-core-js " ><div class="gdlr-core-pbf-wrapper-container clearfix gdlr-core-container" ><div class="gdlr-core-pbf-column gdlr-core-column-60 gdlr-core-column-first" ><div class="gdlr-core-pbf-column-content-margin gdlr-core-js " style="margin: -210px 0px 0px 0px;padding: 0px 0px 10px 0px;" ><div class="gdlr-core-pbf-background-wrap" ></div><div class="gdlr-core-pbf-column-content clearfix gdlr-core-js " ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-image-item gdlr-core-item-pdb gdlr-core-center-align gdlr-core-item-pdlr" ><div class="gdlr-core-image-item-wrap gdlr-core-media-image gdlr-core-image-item-style-round" style="border-width: 0px;" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/05/Stacey-Karl-hallway-7-scaled-e1589565031601.jpg" alt="" width="485" height="323" title="Stacey-Karl-hallway-7" /></div></div></div></div></div></div><div class="gdlr-core-pbf-element" ><div class="gdlr-core-title-item gdlr-core-item-pdb clearfix gdlr-core-center-align gdlr-core-title-item-caption-top gdlr-core-item-pdlr" ><span class="gdlr-core-title-item-caption gdlr-core-info-font gdlr-core-skin-caption" style="font-size: 15px ;font-style: normal ;letter-spacing: 1px ;text-transform: uppercase ;color: #a4a8db ;" >Our Little Story</span><div class="gdlr-core-title-item-title-wrap " ><h3 class="gdlr-core-title-item-title gdlr-core-skin-title " style="font-size: 44px ;font-weight: 700 ;letter-spacing: 0px ;text-transform: none ;color: #ffffff ;" >Something About Us<span class="gdlr-core-title-item-title-divider gdlr-core-skin-divider" ></span></h3></div></div></div><div class="gdlr-core-pbf-element" ><div class="gdlr-core-columnize-item gdlr-core-item-pdlr gdlr-core-item-pdb " style="padding-bottom: 20px ;" ><div class="gdlr-core-columnize-item-content gdlr-core-skin-divider" style="font-size: 19px ;column-count: 2 ;-moz-column-count: 2 ;-webkit-column-count: 2 ;column-gap: 50px ;-moz-column-gap: 50px ;-webkit-column-gap: 50px ;column-rule-width: 0px ;-moz-column-rule-width: 0px ;-webkit-column-rule-width: 0px ;" ><p>Clients have counted on A & I Financial Services to navigate financial decisions for over 30 years. We are a second-generation, Colorado-owned and operated firm. As an independent Financial Advisors, we are free to select the financial partners, products and service providers that will best position our clients for success. We have had pleasure in serving small number of successful families and business owners in Englewood CO, Denver & entire Colorado.</p> </div></div></div><div class="gdlr-core-pbf-element" ><div class="gdlr-core-button-item gdlr-core-item-pdlr gdlr-core-item-pdb gdlr-core-center-align" ><a class="gdlr-core-button gdlr-core-button-solid gdlr-core-button-with-border" href="/our-history/" id="gdlr-core-button-id-55590" ><span class="gdlr-core-content" >Read More</span></a></div></div></div></div></div><div class="gdlr-core-pbf-wrapper " style="margin: -160px 0px 0px 0px;padding: 0px 0px 0px 0px;" data-skin="Purple Personnel" ><div class="gdlr-core-pbf-background-wrap" ></div><div class="gdlr-core-pbf-wrapper-content gdlr-core-js " ><div class="gdlr-core-pbf-wrapper-container clearfix gdlr-core-container" ><div class="gdlr-core-pbf-column gdlr-core-column-30 gdlr-core-column-first" id="gdlr-core-column-26290" ><div class="gdlr-core-pbf-column-content-margin gdlr-core-js " data-sync-height="half-height" data-sync-height-center ><div class="gdlr-core-pbf-background-wrap" style="background-color: #112f90 ;" ><div class="gdlr-core-pbf-background gdlr-core-parallax gdlr-core-js" style="background-image: url(https://www.assetsandincome.com/wp-content/uploads/2020/07/Home_Extended_Family-e1596734101925.jpg) ;opacity: 0.6 ;background-size: cover ;background-position: center ;" data-parallax-speed="0" ></div></div><div class="gdlr-core-pbf-column-content clearfix gdlr-core-js gdlr-core-sync-height-content" ></div></div></div><div class="gdlr-core-pbf-column gdlr-core-column-30" ><div class="gdlr-core-pbf-column-content-margin gdlr-core-js " style="box-shadow: 0 0 74px rgba(12, 12, 12,0.07); -moz-box-shadow: 0 0 74px rgba(12, 12, 12,0.07); -webkit-box-shadow: 0 0 74px rgba(12, 12, 12,0.07); padding: 80px 40px 60px 50px;" data-sync-height="half-height" ><div class="gdlr-core-pbf-background-wrap" style="background-color: #ffffff ;" ></div><div class="gdlr-core-pbf-column-content clearfix gdlr-core-js gdlr-core-sync-height-content" ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-title-item gdlr-core-item-pdb clearfix gdlr-core-left-align gdlr-core-title-item-caption-top gdlr-core-item-pdlr" ><span class="gdlr-core-title-item-caption gdlr-core-info-font gdlr-core-skin-caption" style="font-size: 15px ;font-style: normal ;letter-spacing: 2px ;text-transform: uppercase ;color: #7e8bc9 ;" >Did you know that</span><div class="gdlr-core-title-item-title-wrap " ><h3 class="gdlr-core-title-item-title gdlr-core-skin-title " style="font-size: 43px ;font-weight: 600 ;letter-spacing: 0px ;text-transform: none ;color: #002c5f ;" >Our Extended Family of Clients<span class="gdlr-core-title-item-title-divider gdlr-core-skin-divider" ></span></h3></div></div></div><div class="gdlr-core-pbf-element" ><div class="gdlr-core-text-box-item gdlr-core-item-pdlr gdlr-core-item-pdb gdlr-core-left-align" style="padding-bottom: 16px ;" ><div class="gdlr-core-text-box-item-content" style="font-size: 17px ;text-transform: none ;color: #002c5f ;" ><p>We treat our clients like members of the family. They include<br /><i class="fa fa-dot-circle-o" style="font-size: 17px ;color: #313787 ;margin-right: 7px ;" ></i>Family stewards<br /><i class="fa fa-dot-circle-o" style="font-size: 17px ;color: #313787 ;margin-right: 7px ;" ></i>Non-traditional families<br /><i class="fa fa-dot-circle-o" style="font-size: 17px ;color: #313787 ;margin-right: 7px ;" ></i>Grandparents<br /><i class="fa fa-dot-circle-o" style="font-size: 17px ;color: #313787 ;margin-right: 7px ;" ></i>Children caring for multiple generations<br /><i class="fa fa-dot-circle-o" style="font-size: 17px ;color: #313787 ;margin-right: 7px ;" ></i>Families in transition<br /><i class="fa fa-dot-circle-o" style="font-size: 17px ;color: #313787 ;margin-right: 7px ;" ></i>Widows and widowers</p> </div></div></div><div class="gdlr-core-pbf-element" ><div class="gdlr-core-button-item gdlr-core-item-pdlr gdlr-core-item-pdb gdlr-core-left-align" ><a class="gdlr-core-button gdlr-core-button-transparent gdlr-core-button-with-border" href="/who-we-serve/families/" style="font-size: 16px ;color: #254099 ;padding: 14px 38px 19px 38px;text-transform: none ;border-radius: 33px;-moz-border-radius: 33px;-webkit-border-radius: 33px;border-width: 2px 2px 2px 2px;border-color: #254099 ;" ><span class="gdlr-core-content" >Read Our Story</span></a></div></div></div></div></div><div class="gdlr-core-pbf-column gdlr-core-column-30 gdlr-core-column-first" ><div class="gdlr-core-pbf-column-content-margin gdlr-core-js " style="padding: 95px 0px 55px 65px;" data-sync-height="half-height-2" data-sync-height-center ><div class="gdlr-core-pbf-background-wrap" style="background-color: #232323 ;" ></div><div class="gdlr-core-pbf-column-content clearfix gdlr-core-js gdlr-core-sync-height-content" ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-title-item gdlr-core-item-pdb clearfix gdlr-core-left-align gdlr-core-title-item-caption-top gdlr-core-item-pdlr" style="padding-bottom: 10px ;" ><div class="gdlr-core-title-item-title-wrap " ><h3 class="gdlr-core-title-item-title gdlr-core-skin-title " style="font-size: 42px ;font-weight: 600 ;letter-spacing: 0px ;text-transform: none ;color: #ffffff ;" >We are experts for Business Owners<span class="gdlr-core-title-item-title-divider gdlr-core-skin-divider" ></span></h3></div></div></div><div class="gdlr-core-pbf-element" ><div class="gdlr-core-text-box-item gdlr-core-item-pdlr gdlr-core-item-pdb gdlr-core-left-align" style="padding-bottom: 7px ;" ><div class="gdlr-core-text-box-item-content" style="font-size: 20px ;text-transform: none ;color: #ffffff ;" ><p>We understand the challenges faced by executives and business owners.</p> </div></div></div><div class="gdlr-core-pbf-element" ><div class="gdlr-core-icon-list-item gdlr-core-item-pdlr gdlr-core-item-pdb clearfix gdlr-core-left-align" ><ul><li class=" gdlr-core-skin-divider clearfix" ><span class="gdlr-core-icon-list-icon-wrap" ><i class="gdlr-core-icon-list-icon fa fa-dot-circle-o" style="color: #ffffff ;font-size: 17px ;width: 17px ;" ></i></span><div class="gdlr-core-icon-list-content-wrap" ><span class="gdlr-core-icon-list-content" style="color: #bcbcbc ;font-size: 17px ;" >Concentrated wealth strategies</span></div></li><li class=" gdlr-core-skin-divider clearfix" ><span class="gdlr-core-icon-list-icon-wrap" ><i class="gdlr-core-icon-list-icon fa fa-dot-circle-o" style="color: #ffffff ;font-size: 17px ;width: 17px ;" ></i></span><div class="gdlr-core-icon-list-content-wrap" ><span class="gdlr-core-icon-list-content" style="color: #bcbcbc ;font-size: 17px ;" >How to protect and grow my wealth</span></div></li><li class=" gdlr-core-skin-divider clearfix" ><span class="gdlr-core-icon-list-icon-wrap" ><i class="gdlr-core-icon-list-icon fa fa-dot-circle-o" style="color: #ffffff ;font-size: 17px ;width: 17px ;" ></i></span><div class="gdlr-core-icon-list-content-wrap" ><span class="gdlr-core-icon-list-content" style="color: #bcbcbc ;font-size: 17px ;" >How to go tax free</span></div></li><li class=" gdlr-core-skin-divider clearfix" ><span class="gdlr-core-icon-list-icon-wrap" ><i class="gdlr-core-icon-list-icon fa fa-dot-circle-o" style="color: #ffffff ;font-size: 17px ;width: 17px ;" ></i></span><div class="gdlr-core-icon-list-content-wrap" ><span class="gdlr-core-icon-list-content" style="color: #bcbcbc ;font-size: 17px ;" >Employee and family dynamics</span></div></li><li class=" gdlr-core-skin-divider clearfix" ><span class="gdlr-core-icon-list-icon-wrap" ><i class="gdlr-core-icon-list-icon fa fa-dot-circle-o" style="color: #ffffff ;font-size: 17px ;width: 17px ;" ></i></span><div class="gdlr-core-icon-list-content-wrap" ><span class="gdlr-core-icon-list-content" style="color: #bcbcbc ;font-size: 17px ;" >Asset protection</span></div></li><li class=" gdlr-core-skin-divider clearfix" ><span class="gdlr-core-icon-list-icon-wrap" ><i class="gdlr-core-icon-list-icon fa fa-dot-circle-o" style="color: #ffffff ;font-size: 17px ;width: 17px ;" ></i></span><div class="gdlr-core-icon-list-content-wrap" ><span class="gdlr-core-icon-list-content" style="color: #bcbcbc ;font-size: 17px ;" >Coordinating a team of experts</span></div></li></ul></div></div><div class="gdlr-core-pbf-element" ><div class="gdlr-core-button-item gdlr-core-item-pdlr gdlr-core-item-pdb gdlr-core-left-align" ><a class="gdlr-core-button gdlr-core-button-solid gdlr-core-button-no-border" href="/who-we-serve/business-owners-and-executives/" style="font-size: 16px ;color: #254099 ;padding: 14px 38px 19px 38px;text-transform: none ;border-radius: 33px;-moz-border-radius: 33px;-webkit-border-radius: 33px;background: #ffffff ;" ><span class="gdlr-core-content" >Read Our Story</span></a></div></div></div></div></div><div class="gdlr-core-pbf-column gdlr-core-column-30" id="gdlr-core-column-27779" ><div class="gdlr-core-pbf-column-content-margin gdlr-core-js " data-sync-height="half-height-2" ><div class="gdlr-core-pbf-background-wrap" ><div class="gdlr-core-pbf-background gdlr-core-parallax gdlr-core-js" style="background-image: url(https://www.assetsandincome.com/wp-content/uploads/2020/07/Home_Business_Owner.jpg) ;background-size: cover ;background-position: center ;" data-parallax-speed="0" ></div></div><div class="gdlr-core-pbf-column-content clearfix gdlr-core-js gdlr-core-sync-height-content" ></div></div></div></div></div></div><div class="gdlr-core-pbf-wrapper " style="margin: 10px 0px 0px 0px;padding: 90px 0px 20px 0px;" id="gdlr-core-wrapper-1" ><div class="gdlr-core-pbf-background-wrap" ><div class="gdlr-core-pbf-background gdlr-core-parallax gdlr-core-js" style="background-repeat: no-repeat ;background-position: center ;" data-parallax-speed="0.04" ></div></div><div class="gdlr-core-pbf-wrapper-content gdlr-core-js " ><div class="gdlr-core-pbf-wrapper-container clearfix gdlr-core-container" ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-title-item gdlr-core-item-pdb clearfix gdlr-core-center-align gdlr-core-title-item-caption-bottom gdlr-core-item-pdlr" style="padding-bottom: 26px ;" id="gdlr-core-title-item-id-48728" ><div class="gdlr-core-title-item-title-wrap " ><h3 class="gdlr-core-title-item-title gdlr-core-skin-title " style="font-size: 44px ;font-weight: 600 ;letter-spacing: 0px ;text-transform: none ;color: #212121 ;" >People We Serve<span class="gdlr-core-title-item-title-divider gdlr-core-skin-divider" ></span></h3></div><a href="/who-we-serve" target="_self" class="gdlr-core-title-item-link">View All Works</a></div></div><div class="gdlr-core-pbf-element" ><div class="gdlr-core-divider-item gdlr-core-divider-item-normal gdlr-core-item-pdlr gdlr-core-center-align" style="margin-bottom: 55px ;" ><div class="gdlr-core-divider-container" style="max-width: 54px ;" ><div class="gdlr-core-divider-line gdlr-core-skin-divider" style="border-color: #002c5f ;border-width: 4px;" ></div></div></div></div></div></div></div><div class="gdlr-core-pbf-wrapper " style="margin: -15px 0px 0px 0px;padding: 0px 0px 20px 0px;" data-skin="Hp2 Cases" ><div class="gdlr-core-pbf-background-wrap" style="background-color: #002c5f ;" ><div class="gdlr-core-pbf-background gdlr-core-parallax gdlr-core-js" style="opacity: 0.06 ;background-image: url(https://www.assetsandincome.com/wp-content/uploads/2020/07/office-space-1800.jpg) ;background-size: cover ;background-position: center ;" data-parallax-speed="0.1" ></div></div><div class="gdlr-core-pbf-wrapper-content gdlr-core-js " ><div class="gdlr-core-pbf-wrapper-container clearfix gdlr-core-pbf-wrapper-full-no-space" ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-portfolio-item gdlr-core-item-pdb clearfix gdlr-core-portfolio-item-style-grid-no-space gdlr-core-item-pdlr" style="padding-bottom: 40px ;" ><div class="gdlr-core-flexslider flexslider gdlr-core-js-2 " data-type="carousel" data-column="4" data-move="1" data-nav="bullet" data-nav-parent="gdlr-core-portfolio-item" data-disable-autoslide="1" ><ul class="slides" ><li ><div class="gdlr-core-portfolio-grid gdlr-core-left-align gdlr-core-style-normal" ><div class="gdlr-core-portfolio-thumbnail gdlr-core-media-image gdlr-core-style-margin-icon" ><div class="gdlr-core-portfolio-thumbnail-image-wrap gdlr-core-zoom-on-hover" ><a class="gdlr-core-ilightbox gdlr-core-js " href="https://www.assetsandincome.com/wp-content/uploads/2017/09/serve.jpg" data-ilightbox-group="gdlr-core-img-group-1" data-type="image" ><img src="https://www.assetsandincome.com/wp-content/uploads/2017/09/serve.jpg" alt="Karl shaking hands" width="660" height="439" title="serve" /><span class="gdlr-core-image-overlay gdlr-core-portfolio-overlay gdlr-core-image-overlay-center-icon gdlr-core-js gdlr-core-with-margin" ><span class="gdlr-core-image-overlay-content" ><span class="gdlr-core-portfolio-icon-wrap" ><i class="gdlr-core-portfolio-icon fa fa-search" ></i></span></span></span></a></div></div><div class="gdlr-core-portfolio-content-wrap gdlr-core-skin-divider" ><h3 class="gdlr-core-portfolio-title gdlr-core-skin-title" style="font-size: 21px ;font-weight: 600 ;letter-spacing: 0px ;text-transform: none ;" ><a href="https://www.assetsandincome.com/who-we-serve/families/" >Families</a></h3><div class="gdlr-core-portfolio-content" >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.</div><div class="gdlr-core-portfolio-read-more-wrap" ><a class="gdlr-core-portfolio-read-more" href="https://www.assetsandincome.com/who-we-serve/families/" >Read More</a></div></div></div></li><li ><div class="gdlr-core-portfolio-grid gdlr-core-left-align gdlr-core-style-normal" ><div class="gdlr-core-portfolio-thumbnail gdlr-core-media-image gdlr-core-style-margin-icon" ><div class="gdlr-core-portfolio-thumbnail-image-wrap gdlr-core-zoom-on-hover" ><a class="gdlr-core-ilightbox gdlr-core-js " href="https://www.assetsandincome.com/wp-content/uploads/2020/05/Business_Owner_Page.jpg" data-ilightbox-group="gdlr-core-img-group-1" data-type="image" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/05/Business_Owner_Page.jpg" alt="" width="661" height="440" title="Business_Owner_Page" /><span class="gdlr-core-image-overlay gdlr-core-portfolio-overlay gdlr-core-image-overlay-center-icon gdlr-core-js gdlr-core-with-margin" ><span class="gdlr-core-image-overlay-content" ><span class="gdlr-core-portfolio-icon-wrap" ><i class="gdlr-core-portfolio-icon fa fa-search" ></i></span></span></span></a></div></div><div class="gdlr-core-portfolio-content-wrap gdlr-core-skin-divider" ><h3 class="gdlr-core-portfolio-title gdlr-core-skin-title" style="font-size: 21px ;font-weight: 600 ;letter-spacing: 0px ;text-transform: none ;" ><a href="https://www.assetsandincome.com/who-we-serve/business-owners-and-executives/" >Business Owners and Executives</a></h3><div class="gdlr-core-portfolio-content" >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.</div><div class="gdlr-core-portfolio-read-more-wrap" ><a class="gdlr-core-portfolio-read-more" href="https://www.assetsandincome.com/who-we-serve/business-owners-and-executives/" >Read More</a></div></div></div></li><li ><div class="gdlr-core-portfolio-grid gdlr-core-left-align gdlr-core-style-normal" ><div class="gdlr-core-portfolio-thumbnail gdlr-core-media-image gdlr-core-style-margin-icon" ><div class="gdlr-core-portfolio-thumbnail-image-wrap gdlr-core-zoom-on-hover" ><a class="gdlr-core-ilightbox gdlr-core-js " href="https://www.assetsandincome.com/wp-content/uploads/2020/05/Home_btm_Life_Transition.jpg" data-ilightbox-group="gdlr-core-img-group-1" data-type="image" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/05/Home_btm_Life_Transition.jpg" alt="" width="661" height="440" title="Home_btm_Life_Transition" /><span class="gdlr-core-image-overlay gdlr-core-portfolio-overlay gdlr-core-image-overlay-center-icon gdlr-core-js gdlr-core-with-margin" ><span class="gdlr-core-image-overlay-content" ><span class="gdlr-core-portfolio-icon-wrap" ><i class="gdlr-core-portfolio-icon fa fa-search" ></i></span></span></span></a></div></div><div class="gdlr-core-portfolio-content-wrap gdlr-core-skin-divider" ><h3 class="gdlr-core-portfolio-title gdlr-core-skin-title" style="font-size: 21px ;font-weight: 600 ;letter-spacing: 0px ;text-transform: none ;" ><a href="https://www.assetsandincome.com/who-we-serve/life-transitions/" >Life Transitions</a></h3><div class="gdlr-core-portfolio-content" >We understand life transitions often come hand-in-hand with a sudden change in finances.</div><div class="gdlr-core-portfolio-read-more-wrap" ><a class="gdlr-core-portfolio-read-more" href="https://www.assetsandincome.com/who-we-serve/life-transitions/" >Read More</a></div></div></div></li><li ><div class="gdlr-core-portfolio-grid gdlr-core-left-align gdlr-core-style-normal" ><div class="gdlr-core-portfolio-thumbnail gdlr-core-media-image gdlr-core-style-margin-icon" ><div class="gdlr-core-portfolio-thumbnail-image-wrap gdlr-core-zoom-on-hover" ><a class="gdlr-core-ilightbox gdlr-core-js " href="https://www.assetsandincome.com/wp-content/uploads/2020/05/serve2.jpg" data-ilightbox-group="gdlr-core-img-group-1" data-type="image" ><img src="https://www.assetsandincome.com/wp-content/uploads/2020/05/serve2.jpg" alt="Women's Wealth Wellness" width="660" height="439" title="Womens-wealth-wellness-660w" /><span class="gdlr-core-image-overlay gdlr-core-portfolio-overlay gdlr-core-image-overlay-center-icon gdlr-core-js gdlr-core-with-margin" ><span class="gdlr-core-image-overlay-content" ><span class="gdlr-core-portfolio-icon-wrap" ><i class="gdlr-core-portfolio-icon fa fa-search" ></i></span></span></span></a></div></div><div class="gdlr-core-portfolio-content-wrap gdlr-core-skin-divider" ><h3 class="gdlr-core-portfolio-title gdlr-core-skin-title" style="font-size: 21px ;font-weight: 600 ;letter-spacing: 0px ;text-transform: none ;" ><a href="https://www.assetsandincome.com/who-we-serve/womens-wealth-and-wellness/" >Women’s Wealth and Wellness</a></h3><div class="gdlr-core-portfolio-content" >Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.</div><div class="gdlr-core-portfolio-read-more-wrap" ><a class="gdlr-core-portfolio-read-more" href="https://www.assetsandincome.com/who-we-serve/womens-wealth-and-wellness/" >Read More</a></div></div></div></li></ul></div></div></div></div></div></div><div class="gdlr-core-pbf-wrapper " style="margin: 0px 0px 0px 0px;padding: 0px 0px 0px 0px;" ><div class="gdlr-core-pbf-background-wrap" style="background-color: #f3f3f3 ;" ></div><div class="gdlr-core-pbf-wrapper-content gdlr-core-js " ><div class="gdlr-core-pbf-wrapper-container clearfix gdlr-core-pbf-wrapper-full-no-space" ><div class="gdlr-core-pbf-column gdlr-core-column-30 gdlr-core-column-first" id="gdlr-core-column-45438" ><div class="gdlr-core-pbf-column-content-margin gdlr-core-js " data-sync-height="quote-height" ><div class="gdlr-core-pbf-background-wrap" style="background-color: #0a0a0a ;" ><div class="gdlr-core-pbf-background gdlr-core-parallax gdlr-core-js" style="background-image: url(https://www.assetsandincome.com/wp-content/uploads/2020/05/Karl_2020.jpg) ;opacity: 0.9 ;background-size: cover ;background-position: center ;" data-parallax-speed="0" ></div></div><div class="gdlr-core-pbf-column-content clearfix gdlr-core-js gdlr-core-sync-height-content" ></div></div></div><div class="gdlr-core-pbf-column gdlr-core-column-30" ><div class="gdlr-core-pbf-column-content-margin gdlr-core-js " style="min-height: 500px ;padding: 90px 30px 80px 75px;" data-sync-height="quote-height" data-sync-height-center ><div class="gdlr-core-pbf-background-wrap" ></div><div class="gdlr-core-pbf-column-content clearfix gdlr-core-js gdlr-core-sync-height-content" ><div class="gdlr-core-pbf-element" ><div class="gdlr-core-blockquote-item gdlr-core-item-pdlr gdlr-core-item-pdb gdlr-core-left-align gdlr-core-large-size" ><div class="gdlr-core-blockquote gdlr-core-info-font" ><div class="gdlr-core-blockquote-item-quote gdlr-core-quote-font gdlr-core-skin-icon" >“</div><div class="gdlr-core-blockquote-item-content-wrap" ><div class="gdlr-core-blockquote-item-content gdlr-core-skin-content" ><p>When you align your money with your values, goals, and relationships,<br /> you make an indelible impact<br /> on the world.</p> </div><div class="gdlr-core-blockquote-item-author gdlr-core-skin-caption" >Karl Frank<span class="gdlr-core-blockquote-item-author-position" >CFP®</span></div></div></div></div></div></div></div></div></div></div></div><div class="gdlr-core-pbf-wrapper " style="margin: 0px 0px 0px 0px;padding: 95px 0px 0px 0px;" id="gdlr-core-wrapper-2" ><div class="gdlr-core-pbf-background-wrap" ><div class="gdlr-core-pbf-background gdlr-core-parallax 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