Let’s Start the Conversation

A&I Wealth Management > Periscope Newsletter > Let’s Start the Conversation

If you have not already done this with your financial advisor, then go ahead and ask him or her about providing you online access to your financial plan. This short video shows you some of the benefits.

Like we’ve discussed in recent Periscopes, first your goals, then your plan and finally your investments. This is what works to keep us retired with a lifetime of income that provides us independence and dignity.

Well, here is a way to see your financial plans online, anytime. We are bombarded with “news” about things we cannot control, like investments, politics, economics and world affairs. Now you have a way to put all of that in perspective, at home, on your own time, with what that means for your personal financial plan.

Like we said in a recent Top 10 list, let’s make it a year where we achieve greater financial freedom and control. One way to do that is to start a conversation about your personal financial plan.

About the author

Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.