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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.

Let's Start the Conversation

If you have not already done this with your wealth manager, then go ahead and ask him or her about providing you online access to your financial plan. This short video shows you some of the benefits. 

Like we’ve discussed in recent Periscopes, first your goals, then your plan and finally your investments. This is what works to keep us retired with a lifetime of income that provides us independence and dignity.

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10 Steps to Achieve Financial Freedom This Year

Financial freedom is knowing you can make major life decisions and are financially prepared to tackle speed bumps in your life plan without derailing the journey to achieve your financial savings goals. At a time when people across the globe are setting resolutions for the new year, I encourage you to put achieving financial freedom on your list.

Here are ten steps to make 2019 the year you achieve financial freedom:

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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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