A&I Financial Services

“I don’t know where I’m going—but I know how to get there.”  – Boyd Varty, The Lion Tracker’s Guide to Life This ironic, almost paradoxical phrase beautifully captures the mystery of the journey—whether you’re tracking lions, navigating a complex city like London, or working through the challenges of charitable planning. It could just as easily...Read More

What are the best strategies for charitable giving to reduce taxes? Lily had always been passionate about supporting her community, from local shelters to environmental causes. As her wealth grew, so did her desire to make a significant, lasting impact. But as tax season approached, she began to wonder: Is there a way to give...Read More