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.

Dude, Where's My Withdrawal Policy Statement?

This week, let's look at our very own Cameron Morgan's recent article published at Marketwatch.com and talk about making the move from saving and accumulating money to withdrawing it, and spending it for the rest of our lives. Cameron makes the analogy between our parents and the two documents that help guide us (your wealth managers) during your investment lifetimes. Please email Courtney at Courtney@assetsandincome.com for a copy of the article. 

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1340 Hits

Learning and Sharing at Financial Planning Day 2014

This past Saturday, several AIFS Wealth Managers volunteered for Denver's 4th annual Financial Planning Day. Over 200 families pre-registered for the event held at Mile Hi Church in Lakewood, Colorado. More than 40 of Denver's Financial Planners volunteered to provide advice free and anonymously--helping those in need find a voice of reason. For more information about one of our favorite non-profit events, click here.
 
We learned a lot by sharing our experiences and listening to the people we met. We learned their stories and heard countless compliments and thank-yous on the way out the door. That's a nice day, if you ask me!
 
The Financial Planning Association will conduct more FP Days around the city of Denver in the months and years ahead. If your congregation or community organization would like to host a meaningful day for your community, give me a call!
 
 
Above, participants meet with Financial Planners at Denver's Financial Planning Day.
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1409 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.
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Go Paperless 

Addressing Global Concerns on an individualized basis