Go Paperless

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We launched the Paperless Initiative at AIFS on Earth Day, 2019. If we can do no harm, and help the world around us, then the decision is just good business. But more than that, we believe we can improve our client experience. This initiative starts by going paperless for all your statements. For some clients, it means turning your investments into your voice and making investment decisions that include environmental, social and corporate governance decisions. And our initiative continues by our company continually improving, adopting new technology to help us further live the values we promote. This initiative goes up and down and sideways throughout our company culture here at AIFS. If you’d like to learn more, and/or if you have ideas to share with us, I invite you to speak with anyone at the company, at any time!

Let's Go Paperless!

Our core values are in alignment with providing our clients an exceptional experience and conserving natural resources. We encourage you to go paperless and receive documents electronically. Click these links to make it happen!

ETRADE Advisor Services Paperless Instructions Video

Help us help you

Unfortunately, sometimes the various investment partners we work with provide an inconsistent paperless experience. If you ever receive paper documents that you don’t want, please contact us. We may request that you take a photo of the envelope and/or first page, or ask that you just bring in the documents at our next Regular Progress Review. We’ll contact the investment companies and take it from there. Together, we can make a difference!

Electronic documents, personal conversations

We know our clients and love to talk with you, either in-person or on the phone. Many of the investment documents you receive are not specific to you, nor are they particularly helpful for your unique financial plans. Just because you’re choosing to go electronic does not mean less communication. It means you’d like to focus on the documents that are most specific to you—namely your financial plan.

Your investments are your voice

For some clients, going paperless is just the start. If you’re interested in environmental, social and governance (ESG) investing, please contact your wealth manager. We have a dedicated team of investment consultants selecting companies with social considerations as their primary directive. You’ll likely learn a lot and gain the satisfaction of investing in alignment with your values. Contact your wealth manager! 

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Go Tax Free

A&I Financial Services - Karl Frank Book - Go Tax Free

 

 

 

 

 

An assortment of tools and strategies that give readers of all backgrounds a clear, specific action plan for obtaining the maximum allowable control over when and how they pay taxes.
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