A&I Financial Services

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

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

Choosing the right financial planner is a crucial decision that can significantly impact your long-term financial well-being. This person will be your trusted partner in navigating complex financial matters, helping you make informed decisions about your investments, retirement planning, tax strategies, and more. To ensure you’re partnering with someone who is not only qualified but...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

A simple plan that may help any person go tax free with a Roth, regardless of income. Plus, there is a hidden benefit for older folks and people with a higher income. So let’s dive in.Read More