A&I Financial Services

Colorado-owned,
Family firm.

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

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Advanced
Financial Planning.

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

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Down-to-earth,
Experienced Team.

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

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Services We Provide

Covered in these areas

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

Something About Us

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 firm, we are free to select the financial partners, products and service providers that will best position our clients for success. 

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

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

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.
  • 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.
  • Life Transitions

    We understand life transitions often come hand-in-hand with a sudden change in finances.
  • Women’s Wealth and Wellness

    Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.

When you align your money with your values, goals, and relationships,
you make an indelible impact
on the world.

Karl FrankCFP®

Upcoming Events

September 2020
October 2020
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December 2020
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