Our team of wealth advisors works with a small number of successful families and businesses. Our personal wealth management approach makes a significant impact for our clients. Founded in 1986, A&I Financial Services is second generation, family-owned business headquartered in Englewood, Colorado, just south of Denver.
An Overview of Our Wealth Management Philosophy
What We Do
Our clients benefit from an academically proven wealth management process built around our client's unique values, goals and relationships.
A Discovery Process
First, we listen. Our 5-step process starts with a discovery meeting, not more than 80 minutes in length. 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. Our clients often tell us we lead the best conversation about money they have had.
Custom Investment Plan
We make sure we understand your goals, putting you in the driver’s seat. For our second meeting, and still free of charge, we create an Investment Plan and offer recommendations based on your unique situation and values. We use financial tools to focus on what means the most for you. This might include, for example, investment management, life insurance, long-term care plans, estate plans, retirement plans or charitable gifting. We deliver value first, and ask for compensation later, because this is in alignment with our Values and Principles.
Regular Progress Meetings and Expert Analysis
If both the client and the wealth manager decide that it’s a good fit, and we can make a significant impact in your life, then we effect the paperwork to begin a financial planning relationship.
Engaging experts across several disciplines, we help you make decisions and create a plan that is fully aligned with your family, financial, wealth transfer, and charitable goals. We work closely with our expert team, including a CPA, estate attorney, insurance experts (and other professionals) to brainstorm a client case. Then, your wealth manager will prioritize the ideas and deliver recommendations for the 1 to 3 most impactful actions for you to take right now. We call this an Advanced Financial Plan. This plan addresses your wealth transfer, wealth protection, and charitable giving desires. As part of our regular progress meetings, we change priorities based on changes in your life. We’ll implement various recommendations. We’ll 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 business owners.