Let us help you plan for your second act. We believe the best is yet to come.
The decision of when and how to retire is one of the most important financial and emotional set of decisions you will make in your life. Retirement is more than a math question.
We work with you to envision what you will retire into, what your days may look like, and how your spending will likely change during your retirement years.
We are fiduciaries. In other words, we pledge to put your interests first. We promise that no one has a greater interest in your family’s success than our team.
Our wealth management approach may be different from experiences you have had with other advisors. We devote time to a discovery process that helps us understand your values, goals, and relationships.
We rely on our 12 core values to set priorities, resolve ethical dilemmas, act in our clients’ good faith, and provide a consistently exceptional experience for everyone we meet.
George and Sherry never had to ask, “what’s next?” They had always planned everything. But life threw a wrench into their plans when George was let go during the recent economic downturn. George was ready to retire, at least emotionally. The kids were raised, the bills had always been paid, but they just were not certain that retirement was a prudent decision. We:
Completed a discovery meetingCreated a realistic financial plan, including stress testing a variety of situations, just to be sureConsolidated the investment accountsCreated a retirement income plan, including emergency fund “buckets”Perform ongoing investment and financial planning
George and Sherry view retirement as a wonderful party. “Sometimes, God laughs at our best laid plans. But I think we have the last laugh. We’ve never had so much fun together!” said George. With the help of their guide at A&I, George and Sherry are secure, relaxed and enjoying their newfound freedom.
Patented investment process, including ESG investing: environmental, social and governance considerations.
Align your money with your values, goals and relationships and bring peace of mind.
Expertise for concentrated equity positions, reducing taxes and other costs.
Make an impact beyond your family, helping our community and the world at large.
College and education planning, long-term care planning, buying real estate, and help with the emotional dimensions of money.
We deliver advanced financial planning with our independent expert team.
Actively deciding on a plan for your own care is ultimately a gift you give to the loved ones who outlive you.
Be sure your financial assets, values, stories and more transfer to the people and causes you care about. Minimize taxes and other costs.
An initial conversation is always complimentary. We are often told that our discovery process is the best conversation about money a person has ever had.
We offer a broad array of events that broaden our knowledge and experiences.