Periscope Newsletter & Blog

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Periscope Weekly Investment Newsletter.

Amazing Aging Expo

This Saturday, the Denver Post and other organizations are putting on the Amazing Aging Expo at the Marriott DTC. Visit the web site here.

I live in a world of constant amazement.

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Free Financial Planning Help for Flood Victims

Several of our clients and their families were hit by the floods. For you, or anyone you know affected by the flooding, we offer free financial planning advice. Contact our office and we'll put you in contact with one of our advisors free of charge.

One of the National Guard pilots on television said that he's currently conducting the largest search and rescue operation since Hurricane Katrina, moving people out of the flooded areas.

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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