We provide our clients access to:
An independent expert team who promises to put your interests ahead of their own
A financial-planning approach to risk management, provided by a fiduciary
Access to a large array of insurance companies and products to choose from
Living in today’s world is sometimes fraught with risks. Insurance is a prudent and necessary way to transfer the financial risks to a company large enough to make a big payment, in the event of an accident. We help put together plans that buy the right amount of insurance, not too much or too little. And we educate our clients about the pros and cons of all the aspects of risk management. You can rest assured that you are making decisions in alignment with your long-term goals and values.
Learn how we help to reduce the risks you face and make educated decisions about ways to protect your wealth.
Learn how much life insurance is enough, the pros and cons of permanent insurance, and various ways to maximize your benefit.
We believe in putting together a plan for the end-of-life and buying the right amount insurance to protect your independence and dignity.
Healthcare is one of the most expensive parts of modern life. Learn how we plan and pay for health expenses.
Learn the steps to take to buy the right amount of insurance to protect your family if the breadwinner is injured and unable to work.
We help you make an educated decision about all the various Medicare insurance options.
Learn how we work with independent agents to shop and compare the insurance that protects your stuff.
Laura and Jeff are active skiers, hikers and generally spend a lot of time outdoors. They are just starting their family, and looking forward to spending more time in their Summit County Condo. Jeff likes to ice climb and rock climb. Laura is an avid runner and sometimes biker. She worries that Jeff may get hurt on one of his guy-trips, and she wants to know that she and the baby-to-be will be safe. We:
Performed a discovery meetingPut together a financial planPut together a Will and discussed the estate planning processEducated them about life insurance and disability insuranceImplemented the plans
Laura feels much better knowing all these important, scary what-if scenarios are taken care of. Jeff is proud of the work we did for him. Jeff feels better knowing that his young family will be safe just in case something happens to him.
Martina is an active member of the Denver Arts scene. Larry is a creative director at a marketing agency. They are full of energy. Their happy button is always in the “ON” position, they say. With all the activities they have during the day, and night, they never have time to investigate all the financial decisions they are making. We:
Performed a discovery meetingGathered all of their insurance documentsGathered all of their investment statementsConsolidated their loansConsolidated their IRA accountsPrepared a budget they can live byImplemented their comprehensive financial plans
Martina and Larry appreciate having one person to go to for all their advice. They look forward to the day when they can quit working so hard. Yet, they can hardly imagine what that life would look like because they love what they are doing so much! They rest assured that if anything were to happen to either of them, both of them would be safe because of their comprehensive financial plan, and planner at A&I Financial Services.
An initial conversation with one of our experts is always free of charge.
Our wealth management approach may be different from experiences you have had with other advisors.
We offer a broad array of events that broaden our knowledge and experiences.
Read the Periscope blog to learn what we believe about today’s investment landscape, economic update, politics and more.
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