Questions to Ask a Financial Professional

Questions to Ask a Financial Professional

Far too many of your friends and colleagues do not have good, reliable advice from an ethical financial planner who swears the fiduciary oath--to put your interests ahead of the advisor's interests.

This quick video, printable questions and advice will help your friends find a home. Please share it!

Regardless of whether they find an advisor here at AIFS, or elsewhere, at some point in our lives, we all will need a guide!

Watch the Video!

Patience, Perspective and Washington
An Excellent Video

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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