A&I Financial Services

Learn more about Loren’s services and get your free start up kit at https://www.businesssuccesssolution.com/package/  Read More

Learn more about Loren’s services and get your free start up kit at https://www.businesssuccesssolution.com/package/  Read More

Karl Frank, CFP, Jeff Krommendyk and Nathan Merrill discuss what we are reading, how we are keeping up with our small businesses. Learn more about the Expert Network Team’s process and free discovery meeting.Read More

Karl Frank, CFP, and Nathan Merrill discuss the recession. It is important for business owners, executives and managers to remain positive. Here are some reasons why and how! What makes the news is not what matters Recessions are usually mild Business owners have more choice and control than many people about how the recession affects...Read More

Karl Frank, CFP and Nathan Merrill discuss a couple of real-life horror stories for employers: the underappreciated risks of payroll and payroll taxes! Learn what risks you face as a fiduciary for the Federal and State governments Listen to a story about how Karl’s company had payroll, and three months of taxes, stolen…never to be...Read More

Learn more about John Sauer’s free discovery meeting here:   https://www.goodspeedmerrill.com/attorney/sauer-john-paul/Read More

Learn more about John Sauer’s free discovery meeting here:   https://www.goodspeedmerrill.com/attorney/sauer-john-paul/Read More

Exit Planning Intake QuestionnaireKarl Frank, CFP, Jeff Krommendyk, and Nathan Merrill discuss exit planning. How can you exit your business in style? Answer these seven questions, and you will be off to a good start. Do you know your exact retirement goals and what it should take, in cash, to reach them? Do you know...Read More

Karl Frank, CFP answers questions from Nathan Merrill about the economy and brings a positive perspective to the events of the world. We discuss inflation, interest rates, slowing economy, low unemployment, energy costs and more. With a little different perspective, one can see many of the challenges in today’s world as opportunities. In sum, pessimists...Read More

Karl Frank, CFP listens as Nathan Merrill opens up about some huge challenges he and his company are facing. Business owners of all walks of life face similar challenges, and may benefit from a conversation about: *Circumstances and events that are slowing us down *Catalysts–how big change is often masked as failure. *Management changes, how...Read More