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A&I Financial Services

Retired couple hiking in the mountains, enjoying financial freedom and adventure
Worried about investing? Take a hike! If I can trust somebody out there—at that level—then I have made a huge step forward in entrusting your money with them as well.
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Visualizing inflation’s impact on purchasing power and investments
Two of the more recent hot investment ideas in the year 2019 are marijuana and Unicorns/IPOs.
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Wealth advisor helping a father plan for his child's future
Your fact-filled list of 29 surprising reasons to use a 529 college savings plan.
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A Thriving Couple
Planning, the simple act of planning, not even following a plan, creates money. In fact, even if you create a plan and don’t follow it, you still end up with more money. So say the researchers. (1,2,3) On the other hand, when I say the word “money,” your brain shuts down and your emotions shoot...
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“Some things I hope I never do: clog the checkout line at a drugstore while laboriously counting out 54 pennies in exact change; drive 10 miles an hour in a 35-mph zone; serve my children freezer-burned tuna noodle casserole.” *1 Early retirement would be nice Retirement can be the opportunity of a lifetime to achieve...
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Professional financial advisor specializing in investment strategies
On Earth Day, 2019, we launched a three-part plan to do our part to increase our client experience, and help the planet, too. GO PAPERLESS First, it’s never been easier to go paperless with your investments. Click here to save thousands of pages of print (and hassle) per year. Chad Harmon collects 6 months of...
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Let’s tell a story. First, we agree on some basics. The best way to set a lifetime investment plan is to discuss our goals, create a plan, and then assemble a portfolio of investments. We agree we should do these things in that order, because it is the order of priority. Let’s say you want...
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Wealth advisor helping seniors enjoy retirement
Our overall philosophy of investment advice is goal-focused and planning-driven, as sharply distinguished from an approach that is market-focused and current-events-driven. Every successful investor we have ever known was acting continuously on a plan. Failed investors, in our experience, get that way by reacting to current events in the economy and the markets. We neither...
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