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Financial Advice Services

A&I Financial Services

Financial services in Denver: Sands Capital strategies | A&I Wealth
Artificial intelligence starts with semiconductors. We have had two great presentations from two different companies investing in AI. Click here to watch the recording from Sands Capital. Click here to watch the movie from Baron Funds. With semiconductors, earnings per share have risen 10x and the share price has also increased 10x over 10 years....
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The role of AI in modern investment decision-making
Learn the fundamentals of artificial intelligence and watch 2 movies from AI experts who are investment managers.
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Seniors reviewing financial paperwork with a wealth advisor.
"How do you make a plan today when you have no idea what could be happening some day in the future?" Find out what Annalee had to say!
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Annalee, professional wealth advisor
An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.  Watch our Aging Plans movie to learn more! Skip ahead to: Questions an aging plan answers (19 min) Family meetings (28 min)...
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Aging plan discussion with a wealth advisor
An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth.
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Retirement planning strategies for financial security
What makes a successful retirement? More than money!  Dr. Michael Finke is a researcher who speaks around the country about financial planning. His research shows there are three pillars to happiness in retirement: Money Health Relationships Dr. Finke’s unique perspective argues that we ought to invest in each of them. Money Retirement is more than...
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Post Image showcasing financial planning tips
Retirees spend money in surprising ways! At a recent lunch and learn, we discussed spending in retirement. Many of us go into retirement hoping to enjoy life, traveling, planning on a life of leisure. You may be surprised at where retirees are actually spending their money! Listen to an expert and see the statistics on...
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Illustration of life’s financial journey with key milestones
Financial planning for a long life. Explaining Stanfords map of life which shows that we may live to age 100.
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