A&I Financial Services

When someone passes away, the surviving loved ones have a lot of work to do. With our decades of experience, we have created three checklists to simplify matters and reduce the stress. What to do when a loved one dies Family financial album Preparing for the end-of-life workbook Read on for links to the digital...Read More

If you are anything like me, you are ready to put the year 2022 behind you and are looking forward to a fresh start in 2023! A new year brings reflection on the past as well as promise for the future. Among the most common are a new year’s resolution to make a change. My...Read More

We’re excited to announce that A&I Financial Services is moving to a new location in Lone Tree, Colorado on December 29th, 2022.  Our new location is less than a mile from our current location in the Meridian office park. 9605 S Kingston Ct. #190 Lone Tree, CO 80112 Construction is well underway! We invite you...Read More

Recently, Shelly Slocum spoke to us about ways to overcome life’s challenges. The author of Love and Inspiration from Mom, Shelly provides insight and experience you or someone you love may find helpful (you can see our recording of the event here!). Shelly is a cancer survivor and mother who helped her daughter survive her...Read More

On August 30th, join Shelly Slocum, author of Love and Inspiration from Mom, in our office or via Zoom. We will get some uplifting and fun insights into overcoming challenges in life. Shelly Slocum faced a huge challenge when her daughter went through a series of devastating, traumatic events. Shelly combined her love of self-help...Read More

This week, I have some tips for our clients to make your investment experience a little less painful while the investment world goes through turmoil. 1. Go Mobile The first way to make your investment experience easier is to access your accounts, financial plans, and get in contact with your financial planner – all of...Read More

Read this Periscope for some key financial planning lessons from summiting the highest mountain in the state of Washington a few weeks ago. Halfway there, the summit is Reaching the summit is only half the trip. The scarier was coming back down. We took the Kautz Route up the Nisqually Glacier, which is a long...Read More

Read this Periscope for ideas about doing an easy and practical mid-year check in on your goals and investments. Also, scroll down to link to thoughts about inflation, the economy, and the death of the 60/40 portfolio. And don’t forget to join us for our next Lunch & Learn event next week – there’s still...Read More

Read this post for insights into why inflation happens and how long it may last. Doubleline Research Says… Recently, we had one of our investment partners speak at a Lunch & Learn event for our clients.  Ryan Kimmell is an analyst with Doubleline, a company with whom we have significant investments for many of our...Read More

  Read this post for insights about cryptocurrency investors and real-life financial planning. Also, check the website for a video about inflation and interest rates! Financial planning involves more than investment management As a general rule, you want to align your investments so you can achieve your financial plans. Conversely, you do not want to...Read More