A&I Financial Services

“Should I sell my investments when I’m feeling anxious about the market?” John sat at his kitchen table, staring at his investment portfolio. The news was on in the background—another crisis, another market dip, another reason to panic. He had worked hard to build his savings, but the fear of losing it all made him...Read More

“How can I protect my retirement savings during market volatility?” Mark sat at his desk, staring at the latest market update. Another volatile day. Another wave of anxiety. He had done everything he thought was right—saved diligently, diversified his investments, and planned for retirement. But now, with headlines screaming about inflation, tariffs, and fears over...Read More

After years of dedication, Sheryl built a business she loved, one that held significant value and provided stability for her employees. But as life evolved, so did her priorities. With an elderly mother needing more care and grandchildren growing up quickly, Sheryl realized it was time for a change. She wanted to transition out of...Read More

Women are taking charge of their financial futures like never before. Whether you’re building a career, managing a household, navigating life changes, or planning for retirement, having a strong wealth management strategy is key to achieving financial security and independence. At A&I Wealth Management, we are committed to helping women take control of their wealth...Read More

Having a guide to navigate the complexities of wealth management is invaluable. For Chad Harmon, a partner and wealth manager at A&I Wealth Management, being that guiding force is more than just a profession—it’s a passion. A Personal Financial Advisor for Clients Chad and his team at A&I Wealth Management see themselves as more than...Read More

As financial planners, we know that tax season can feel overwhelming, whether you’re filing as an individual or a business owner. But with the right approach, you can reduce stress, stay organized, and even uncover valuable savings opportunities. The key? Start early, stay informed, and work with the right professionals to ensure your financial strategy...Read More

Emotions are a powerful force in our lives, often swinging like a pendulum between optimism and despair. When things go well, we celebrate—but with restraint, recognizing the effort that led to success. When things go poorly, however, our reaction can be overwhelming, fueled by surprise and disappointment. This pendulum of emotions is hard-wired into human...Read More

At A&I Wealth Management, we believe wealth isn’t just about numbers—it’s about creating a life that reflects your values, dreams, and aspirations. That’s why we’ve developed the Wealth Wellness Album, a personalized tool designed to bring clarity to your financial picture and help align your finances with your life’s priorities. The Wealth Wellness Album is...Read More

Cybersecurity for individuals is just as important as it is for businesses. With rising risks from phishing, social engineering, and even car hacking, it’s vital to understand practical ways to protect yourself and your family from cyber threats. Here’s a summary of key strategies to safeguard your financial and personal information: 1. Educate and Communicate...Read More

At the heart of A&I Wealth Management lies Stacey Frank’s commitment to helping families, small businesses, and individuals navigate life’s financial transitions. As a second-generation leader of the Colorado-based firm, Stacey and her husband Karl have continued the legacy of her parents, Art and Inge, who founded A&I in 1986. What began as a small,...Read More