A&I Financial Services

Some of the Best Parts of Our Future May be in International Investments Capital Group offers some timely and timeless advice. Where does the company earn its returns? Think about where the companies sell their products, not just where they are headquartered. What determines most of that company’s success is not what you might think:...Read More

With the end of the U.S. Open also came the end of Serena Williams’ career. She secures her place in history as one of the greatest athletes of all time, retiring with 73 career titles won over 25 years. As Serena notes in a letter explaining her decision to retire, tennis has been her entire...Read More

When student loan payments were paused in March 2020, many people wondered what would ultimately become of their debt. Now, almost three years later, the White House has announced a plan of to forgive many student loans. Now that things are getting into motion, people who attended college (and their loved ones!) suddenly have very...Read More

On August 30th, join Shelly Slocum, author of Love and Inspiration from Mom, in our office or via Zoom. We will get some uplifting and fun insights into overcoming challenges in life. Shelly Slocum faced a huge challenge when her daughter went through a series of devastating, traumatic events. Shelly combined her love of self-help...Read More

Read this Periscope for a quick introduction to the Lunch & Learn given by Kim Callinan, President of Compassion and Choices and national expert on how to create an elegant and dignified end-of-life plan. If you allow your loved ones to avoid a conversation about their end-of-life plan, you are making their journey more difficult...Read More

Exit Planning Intake QuestionnaireKarl Frank, CFP, Jeff Krommendyk, and Nathan Merrill discuss exit planning. How can you exit your business in style? Answer these seven questions, and you will be off to a good start. Do you know your exact retirement goals and what it should take, in cash, to reach them? Do you know...Read More

This week, I have some tips for our clients to make your investment experience a little less painful while the investment world goes through turmoil. 1. Go Mobile The first way to make your investment experience easier is to access your accounts, financial plans, and get in contact with your financial planner – all of...Read More

Planning a dignified end of life is key. At our last Lunch & Learn, Kim Callinan, president of Compassion and Choices and national expert on end-of-life planning, explained her best methods for planning this unique phase of life. Watch the session below (and scroll down for a free resource!).   Kim is an end-of-life doula....Read More

Read this Periscope for the sequel to my musings from the trail, while I was summiting the highest mountain in the state of Washington a few weeks ago. Relationships Are Awesome On this ten day mountaineering journey, climbing Mt. Baker and Mt. Rainier, our seven civilians and three guides became fast friends. We came from...Read More

Read this Periscope for some key financial planning lessons from summiting the highest mountain in the state of Washington a few weeks ago. Halfway there, the summit is Reaching the summit is only half the trip. The scarier was coming back down. We took the Kautz Route up the Nisqually Glacier, which is a long...Read More