Financial Advisor Centennial, CO

Financial Advisor Centennial CO - Trusted Financial Planners & Wealth Managers Near Me in Centennial, CO Since 1986. Contact Financial Consultant Centennial CO - Your Near Me Centennial Financial Services Company | Centennial Wealth Advisors | Centennial Financial Services

A&I Financial Services > Financial Advisor Centennial, CO

FINANCIAL PLANNING & WEALTH MANAGEMENT

WITH A&I FINANCIAL ADVISORS IN CENTENNIAL CO

We are a Centennial-based financial planners dedicated to growing and protecting your wealth. We work with clients to create tailor-made retirement, investment, life transition and insurance plans. To us, financial planning and advice is more than just the numbers: it is the people and dreams behind the figures that matter the most. We believe in developing strong, long-term relationships with our clients.

Our Certified Financial Planner® professionals in Centennial, CO can help you gain peace of mind and achieve your life dreams, whether it is a worry-free retirement, running a business, sending children to college, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause. We help individuals, families and business owners meet their financial goals.

Our 5-step approach simplifies and enhances our clients’ lives and helps them achieve their dreams. We work with a small number of successful families and business owners to help them to grow and protect their investments and go tax free!

Karl and Stacey FrankOur team has more than 100 years of combined experience. Our partners are Colorado natives. Two of the partners are raising their family right here in Centennial.  

Why Choose Us

Our Core Values

What We Believe

Learn more about our story.

Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, we can help you make the right decisions about your wealth, and help you build the future you desire.

If you are looking for a financial consultant or Investment advisor that will simplify and enhance your life, please schedule a call with one of our Certified Financial Planner in Centennial.

Call us on (303) 257-9747 to speak with our Centennial Financial Advisor

Awards Won
& Community Recognition

A&I Financial Advisors have received recognition over the years for their contributions to the profession and to our community.

Complete Wealth Management
Under One Roof

Transforming conversations about money begin with a discovery meeting. Click to learn more!

About A&I Financial - Financial Advisor Centennial, CO

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 & Wealth managers, 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 Centennial CO. Grow & Protect Your Wealth – We provide Wealth Management, Financial Planning & Investment Advice.

Clients choose us for our in-depth knowledge, experience, unique investment process and for the fact that we are Fiduciaries. We pledge to put your interests first.

Our Workflow & Process

First, we listen. Our 5-step process starts with a discovery meeting, not more than 80 minutes in length. We learn about your goals, values, relationships and your most important financial wants and needs. We devote time to understanding who you are and what is important to you and your family. Our clients often tell us we lead the best conversation about money they have had. We are fiduciaries. In other words, we pledge to put your interests first. We promise that no one has a greater interest in your family’s success than our team. If there is a conflict of interest, we’ll tell you what it is. We use clear language and explain your options without sales pressure, allowing you to feel confident in your financial plans.

About Centennial, CO

One of Colorado’s newest cities, Centennial was incorporated in February 2001. It boasts over 100,000 residents, making it Colorado’s ninth largest city. The City of Centennial is a Home Rule Municipality located in Arapahoe County, Colorado, United States. Centennial Airport is the third busiest non-commercial carrier airport in the country. Centennial is the tenth most populous municipality in the state of Colorado and its 2001 city incorporation was the largest in U.S. history. Centennial is ranked as the 15th-safest city in the country. Being one of the best cities to live in, as recognized by 24/7 Wall Street, Centennial takes pride in being a tech-enhanced city focused on bringing convenience and healthy lifestyle with the use of modern technology. They also aim at working on continuous projects that improve the city. The place is famous for its majestic mountains, forests, rivers, canyons, parks, and the regular 300 plus days of sunshine throughout the year. If you love to play sports, visit parks, indulge in food and drinks, and shop, Centennial is a place you should consider visiting on your next vacation. If you are already planning to visit the city here is a list of the top things to do in Centennial, Colorado, that you can add to your itinerary.

Financial Planners Centennial, CO

Who We Serve

Need Help ?

Please feel free to contact us. We will get back to you with 1-2 business days. Or just call us now

+1-303-690-5070

Speak to Financial Advisor

How much does it cost to talk to a financial advisor?

At A&I an initial conversation with one of our certified financial planning experts is always free of
charge. Talk with a financial advisor to discover how we can help you in managing your wealth more
efficiently. An initial conversation is always complimentary. For ongoing advice, like most financial
advisors, we charge based on how much money we manage for you. That fee can range from 0.5% to
1.5% per year. The more money under management, the lower the fee. Some financial advisors even
charge a flat hourly or annual fee instead. We at A&I follow a fee structure based on Assets under
management (AUM).

How do you know if a financial advisor is legit?

You can visit the Securities and Exchange Commission (SEC) website directly or the FINRA
BrokerCheck program. Additionally, you may visit your state securities regulator website. Every financial
advisor is required to hyperlink to FINRA BrokerCheck or file a registration with the SEC.
A&I Financial Services LLC is a legal organization registered with the Securities and Exchange
Commission. You can find us here:
https://www.finra.org/
https://brokercheck.finra.org/

What is the difference between fee-based financial advisor & commission- based?

A fee-compensated advisor collects a pre-stated fee for their services. That can be a flat retainer or an
hourly rate for investment advice. If the advisor actively buys and sells investments for your account, the
fee is likely to be a percentage for assets under management (AUM).
It is important to note that the income earned by fee-based advisors is earned largely by fees paid by a
client. However, a small percentage of the revenue can be earned through commissions from selling
products of brokerage firms, mutual fund companies, or insurance companies.
In contrast, a commission-based advisor’s income is earned entirely on the products they sell or the
accounts that are opened. Products for commission-based advisors include financial instruments, such
as insurance packages and mutual funds. Many commission-based advisors are not fiduciaries.
In brief, fee-based advisors usually charge their clients a flat rate, while commission-based advisors are
not paid by clients but are compensated by commissions earned from financial transactions and
products.

Talk with an Expert

Our wealth management approach may be different from experiences you have had with other advisors.

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Recent Blog Post

Read this Periscope to learn what today’s politics might mean for our investments and also to get the short, (and long if you like), version of our investment and economic commentary.

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