Periscope Newsletter & Blog

This is some blog description about this site
Periscope Weekly Investment Newsletter.

1,000 Years Later, the Castles We Still Build

Over the past 1,000 years, the world hasn’t changed.

So began the story from our new-to-us Certified Financial Planner® practitioner, Dave Stevens. Dave has been a friend to one or more of us for more than a decade and he joins our team with open arms, and over 30 years of investment experience. I hope you enjoy his story half as much as we do.

Continue reading
  274 Hits
274 Hits

Let's Start the Conversation

If you have not already done this with your wealth manager, then go ahead and ask him or her about providing you online access to your financial plan. This short video shows you some of the benefits. 

Continue reading
  164 Hits
164 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

The Green Initiative

Addressing Global Concerns on an individualized basis