Litman Gregory Year in Review

I know it already feels like spring, but before we get much further into 2015, I'd like to share with you Litman Gregory's year-end report for 2014. Take a quick moment to read through it, as it explains the numerous components that make up a portion of your investments here at A&I Financial Services. Litman Gregory is the investment manager for Foundation Income and World Growth portfolios, which are impacted by such things as oil prices, central banks (including the Federal Reserve), and, of course, national and international stock markets. Also included in the report is an important look ahead to the remainder of 2015.

Avoid February Fatigue
Still in the Game

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