Wealth Management

secondary-sky-wheel

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

WealthManagement-14-web

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.

header periscope

Each new edition of our Periscope Weekly Investment Blog is available on our website. In addition, use the link below to sign up for weekly e-mail delivery of the complete newsletter. Stay informed!
Read recent newsletters
Sign up here
Request a consultation

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