Our Expert Network Team Provides Advanced Financial Planning Advice

A&I Financial Services > Blog > Our Expert Network Team Provides Advanced Financial Planning Advice

Read this Periscope to learn about how we assemble an expert network team, including a CPA, attorney, insurance expert and other professionals for our clients.

Expert Network Team Podcast

Click here to listen to Karl and his Expert Network Team’s latest podcast.
Karl Frank and Nathan Merrill discuss practical plans for owners of stock options, restricted stock and other types of concentrated equity. Learn three big rules for owners of concentrated equity, and Karl’s favorite “go tax free” idea for owners of concentrated equity. Other ideas include nonqualified deferred compensation, employee stock purchase plans, net unrealized appreciation and more. Learn the first thing and most important to do when you receive a concentrated equity plan. We also discuss how to build a secure financial plan if you are going to keep a large amount of money in the equity of a single company. Know that you are in good company. Many people have struggled with the same issues!

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.”

  • On Apple iPhone, search for “Apple Podcast.”
  • On an Android phone, search for “Google Podcast.”
  • On any phone, you can open the “Spotify” or “Amazon Music”.

A Team of Independent Experts

Our clients often receive the added value of our expert network team. 

Our team of experts, including CPAs, estate-planning attorneys, and insurance professionals may review your situation and make suggestions (1). The plan is a comprehensive evaluation of your financial life. As part of our regular progress meetings, we will discuss your overall plans. We will schedule other meetings, as many as necessary, to integrate all aspects of your financial life. This puts you in the driver’s seat.

Each financial planner at A&I Financial Services assembles their own group of outside experts. We believe the right way to provide advice is to remain independent. Some of this is based on our own experience. Many of our very-long-time clients may remember we used to prepare tax returns. We decided to spin off the tax business for many reasons. First, a second set of eyes is beneficial for all of us, clients and investment advisors alike. Second, we can stay focused on delivering our core services and reduce inherent conflicts of interest. 

Clear Communication between Your Experts

We deliver individual financial planning and professional investment advice. We work well with tax experts because of our two-decades-long experience providing that service! We also work well with attorneys, insurance experts and other because we speak their language.

Finally, we make it easy to communicate with your expert team, if you already have a team in place.

Wealth Management Process Wheel
Read more about our Advanced Financial Planning process.

One Team Dedicated to You

Our team is built to anticipate your needs. Each client receives a dedicated service team, including:

  • Wealth Management
  • Investment Policy Committee
  • Client Care Specialist

(1) It is incumbent on the client to advise us about financial planning issues, and whether they want to sit down with us and address financial planning matters. If the client does not take advantage of this offer, then there is no change in our fee schedule.

About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.