Read this Periscope to learn about our financial planning process. We call it Advanced Financial Planning.
Expert Network Team Podcast
Click here to listen to Karl and his Expert Network Team’s latest podcast.
Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single company’s stock. This is called having concentrated equity. Learn investment and tax strategies to reduce the tax-load and increase the after-tax money you have. Learn about costs, complexity and safety for different strategies. Learn about two different types of charitable trust strategies. For the newly-minted wealthy, these decisions are complicated and important.
Subscribe to the Podcast
Subscribe to the podcast on your smartphone. On any smartphone, open the podcast app and search for “Expert Network Team.” Then click “Subscribe.”
Financial Planning is a Process
Long-term, real-life success begins with a plan. A comprehensive financial plan delivers confidence for all aspects of your financial life. A good financial plan includes:
· Retirement planning
· Investment management
· Risk management
· Estate planning
· And more!
The financial planning process at A&I Financial Services begins with our Discovery Meeting. We often hear this is the best conversation about money a person has ever had.
Transforming Conversations about Money
Karl Frank, CFP®, discusses how a conversation about investment management and financial advice can be transformational and fun.
We deliver as many as three meetings free of charge as we get to know what is important to you, including your values, goals and relationships. Then, we begin the process of advanced financial planning, described next.
Advanced Financial Planning
We go one-step further than many other firms.
Click the image below to see our Wealth Management Process.
When appropriate, we pull together an expert team to deliver advice in the legal, accounting, risk management and other professions. We then give you a summary financial plan on one piece of paper. This makes it easy for busy people to live their lives and know the details are taken care of by an experienced fiduciary.
Read more about our Advanced Financial Planning process.
Watch the January 2021 Investment and Markets Commentary from our Investment Policy Committee.