Our Process, Our Promise

We are fiduciaries. In other words, we pledge to put your interests first.

Our wealth management approach may be different from experiences you have had with other advisors.

Our 5 Meeting Process

Discovery

Focusing on your unique personal plans and what money means to you. We ask questions, listen and learn about your values, goals, relationships and more.

Investment Plan

We deliver a preliminary plan for your investments at the beginning, before we charge a fee.

Mutual Commitment

At this meeting, we confirm our mutual commitment to working together to help you achieve all that is most important to you.

45-day Follow-up

We organize your account paperwork, make sure the online login information is how you like it. We also deliver a family financial album.

Regular Review

We hold regular progress review meetings as often as you would like. We share the advice of our expert network team members with you. We implement different aspects of the advanced financial plan. 

Discovery Meeting

Learn what to expect at our first meeting
We devote time to understanding who you are and what is important to you and your family.
Our clients often say this is the best conversation about money they have ever had

Advanced Financial Planning

Wheel of Wealth Management
that puts you in the driver's seat.
Our process helps all of your experts communicate with each other. You can focus on what means the most to you.
is a lot more than just investment selection.

Our Process, Our Promise

Fiduciary

We are fiduciaries. In other words, we pledge to put your interests first. Outside of your immediate family, no one has a greater interest in your family’s success than our team. If there is a conflict of interest, we’ll tell you what it is. We use clear language and explain your options without sales pressure, allowing you to feel confident in your financial plans.

Guide

Having a knowledgeable, fiduciary guide and friend makes all the difference. Our process gives you an advantage as you age, your life changes, and the world around us changes. 

Friend

As we say in Our Values, our work is the mark we leave on the world. Financial planning is important and good and delivers peace of mind not just for our clients, but their families, friends and community.

Who We Serve

  • Business owner appreciates financial services

    Business Owners and Executives

    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.
  • Medicare planning

    Medicare Planning

    Our financial planners will help you make a gift that is meaningful. Charitable planning can be simple or complex. We can coordinate a team to reduce expenses and may help you find a plan that is free (other than the gift itself).
  • Women's Wealth Wellness

    Women’s Wealth and Wellness

    Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.
  • Swingset

    Financial Advice for Widows and Survivors

    Finances are an underlying source of stress after a loved one passes. We listen, simplify and help you prioritize so that you can focus on grieving and recovery.
  • Changing Jobs

    Changing jobs requires a lot of juggling and mental resources. We work alongside you to make way for a smooth financial transition, keep you and your family safe, and plan for the long haul
  • Divorce

    Divorce involves establishing your financial independence from your spouse. Our financial planners can help you navigate your new financial life as you plan and complete the divorce process. Gain clarity about your finances and emerge with confidence for the next phase of your life.
  • Karl shaking hands

    Families

    Long-term, real-life 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.
  • Financial planning for life transitions

    Life Transitions

    Life transitions often come hand-in-hand with a sudden change in finances. Our processes improve outcomes.
  • Inheritance planning

    Inheritance or Windfall

    When you receive a large sum of money through inheritance or windfall, your financial planner will help you develop a custom financial plan that makes room for your short-term and long-term goals.

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How can we help?

Chat in-person during regular business hours or fill out the form!

    Unique and professional financial advice

    Our wealth management approach may be different from experiences you have had with other advisors.

    How A&I Might Help You

    Financial planning resources

    Learn some of the ways we communicate with, and educate our clients about, financial planning, investments and other important topics.

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