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.

From Cha Cha to Cha-Ching: Questions to Ask Before You Exit

It's my pleasure to share an article recently published by one of our Wealth Managers, Cameron Morgan.  In an article featured on MarketWatch.com, Cameron provides strategies to business owners as they contemplate the transition from business owner to retiree.
"It's said that the actress Ginger Rogers kept up with everything Fred Astaire did-only backward, and in heels. If you think running a company or firm profitably and gracefully is challenging, just try selling it. That's the business equivalent of Ginger Rogers. The niche of exit planning supports business owners as they pivot from startup/growth/maturity phases of their companies and begin to mull their exits."   
Click Here to Read the Entire Article or request a full version of the article from Courtney@assetsandincome.com.
From our families to yours, have a wonderful Thanksgiving holiday!
  1471 Hits
1471 Hits

Who is Full Time?

We live in interesting times. The percentage of people that hold one full-time job is decreasing. In fact, Kelly Temps is now the nation's largest employer behind Walmart. (10)

Many professionals are carrying multiple electronic devices, iphones and tablets, and carrying multiple jobs with multiple responsibilities. We have so many things to do that we might not have time for work. I know some of you have already left the workforce and are among our favorite clients. You often tell me you have no idea how you found time for work!

Continue reading
  1353 Hits
1353 Hits

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.
Learn more

Green Initiative Side Bar 2

Go Paperless 

Addressing Global Concerns on an individualized basis