Financial Planning Resources

Client education including lunch and learn

Upcoming Events

Recordings of events and short videos too

2024 05 investment market update AI Wealth Management

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.
Karl Frank, Nathan Merrill, Jeff Krommendyk and guests
Download financial educational documents

including the Family Financial Album

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Tax saving strategies and timely updates
Tax saving and planning advice

How can we help?

Chat in-person during regular business hours or fill out the form!