Happy Thanksgiving!

"I don't have someone to talk to about this sort of thing."

Last week, I heard three different people tell me thank you for listening. What a compliment, and what a reason to be grateful.
We are passionate about having meaningful conversations about money and what matters most to you.

So thank you for being a part of our extended family. Thank you for being honest with us and opening up about your dreams, fears, passions and interests. Thank you for helping us help you achieve them. And, thank you for sharing your stories.

Please send us your photos. Send us photos of where you are in the world. Send us photos of your family. Send us photos of your favorite pets and places, cars and creation, hobbies and joys. Please continue to share your stories. They enrich all of us in countless ways.

Happy Thanksgiving!

Holiday Party December 5
Recent reminders from Mr. Market

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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Addressing Global Concerns on an individualized basis