A&I Financial Services

As a Colorado entrepreneur experiencing rapid business growth, managing your personal wealth becomes paramount. Your financial strategies should align with your entrepreneurial journey, enabling you to create, grow, and protect your wealth. In this comprehensive guide, we’ll explore expert advice on managing your finances during high-growth phases, including investments, risk management, and tax planning. 1....Read More

Financial planning for a long life. Explaining Stanfords map of life which shows that we may live to age 100.Read More

In this episode Nathan Merrill and Jeff Krommendyk interview Monroe “Roey” Diefendorf, who is a member of a 5 generational family legacy business.  Roey discusses many of the challenges which multi-generational families (or those desiring to transmit family business and wealth among multiple generations) face.  He talks about the challenges his family had to overcome...Read More

If you have Medicare, you may already know that different medicines are covered by different Medicare plans. Some medicines may not be covered at all. And, plans may change year over year. This can be complicated!   The good news is that the Medicare.gov website has an impressive tool to help you choose which plan...Read More

In this episode Nathan Merrill and Jeff Krommendyk interview Monroe “Roey” Diefendorf, who is a member of a 5 generational family legacy business.  Roey discusses many of the challenges which multi-generational families (or those desiring to transmit family business and wealth among multiple generations) face.  He talks about the challenges his family had to overcome...Read More

Investors often ask, “When is the right time to enter the market?” Often, the best answer is now.Read More

On September 7th, 2023, live in person or live via Zoom at 11:30 we had an expert on Medicare teach us about Medicare. Learn the rules and how to choose the best coverage for your situation. Understanding Medicare can seem stressful, but our speaker makes it easy to understand. As the diagram shows above, you...Read More

Recently, Stacey and I had a chance to visit Tanzania. Truly, the trip of a lifetime. One of the adventures gave me perspective on financial planning and investing. I learned a traditional way to make coffee. We took a coffee bean from the plant all the way to the pot and then poured a cup...Read More

A Family Reunion Can Help Prepare Your HeirsNathan Merrill and Karl Frank, CFP talk about a fun way to help prepare the heirs–the family reunion! Here are a handful of fun and practical ideas to turn an event that has been the butt of many jokes, and funny movies, and turn it into something that...Read More

Recently, Chad Harmon and Karl Frank delivered a quarterly investment update. We rely on the research of iM Global Partners (iMGP) for our economic and investment outlook. For a more complete commentary, click here to open a PDF file or click below to watch the movie.   Right now, investors are optimistic, especially regarding Artificial...Read More