Headquartered in Englewood, Colorado, A&I Financial Services LLC was founded in 1986. Our team of advisors has a long history of helping our clients optimize their assets and income. We work with a select number of clients for whom we can make a significant impact.
An Overview of Our Wealth Management Philosophy
What We Do
Our clients benfit from our deliberate wealth management approach. Our wealth management process is built around your values and goals.
A Discovery Process
Our 5-step process starts with a unique discovery process. Our clients often tell us we led the best conversation about money they have ever had. We learn about your goals, values, relationships and your most important financial wants and needs. We devote time to understanding who you are and what is important to you and your family.
Custom Investment Plan
We create an Investment Plan and offer recommendations based on your personal situation and values. We use financial services and tools that might include, for example, investment management, insurance, estate planning, retirement planning and charitable gifting vehicles.
Regular Progress Meetings and Expert Analysis
We take a long-term approach to planning. We work closely with our expert network to create an Advanced Plan. This plan addresses your wealth transfer, wealth protection, and charitable giving needs over time. As part of our regular progress meetings, we set priorities based on your goals, implement recommendations, and report progress to you – putting you in the driver’s seat.
Wealth Management for Families
Long-term, real financial success begins with a plan. Our advisors can help you chart a legacy measured by generations of success. Our clients benefit from an expert team of professionals from a wide array of professions, including tax, estate planning, and insurance experts.
Business Owner Solutions
Small business owners, we speak your language! We help you maximize your financial return, minimize your tax liability, plan for your exit from the business, and mitigate risk. Our exclusive process and team of experts simplify your life and let you sleep soundly. Learn more about our wealth management solutions for small business owners.