Published: March 26, 2021 at 3:19 a.m. ET Mar 26, 2021 (AB Digital via COMTEX) — Karl Frank, MBA, MSF, CFP® of A&I Financial Services LLC has once again received the prestigious Five Star Wealth Manager Award. This financial advisor Englewood Colorado helps clients grow and protect their wealth through financial advice, insurance advice, financial...Read More

From March, 2021, learn about the forecasts our research team was making at that time. Subject includes the US debt and payments on that debt. What could it mean for our equity portfolios?Read More

Learn about how we manage incentive stock options and nonqualified stock options to help you grow and protect your wealth, reduce your taxes, and achieve your personal goals.Read More

Read this Periscope to learn about what we are doing about ID theft, fraud and human errors with our own and our client’s private information. Also: 2020 and 2021 tax brackets are available on GOTAXFREEbook.com Click to watch our most recent lunch and learn, Uncharted Waters Listen to the Expert Network Team podcasts Cyber Fraud...Read More

We deliver advanced financial planning with our independent expert team.Read More

Read this Periscope to learn about our financial planning process. We call it Advanced Financial Planning. Expert Network Team Podcast Click here to listen to Karl and his Expert Network Team’s latest podcast.Karl Frank and Nathan Merrill discuss what to do when a large amount of your net worth is tied up in a single...Read More

The tax and estate planning process we follow at A&I can give you choice and control over your tax burden and your financial legacy.Read More

A&I Financial Services invites you to joint our free Zoom meeting featuring Cameron Morgan, AIWM financial advisor and parent of two teenagers. Cameron presents three big ideas that your family may be able to use to saving ON the cost of college, not just save FOR the cost of college. Regardless of your income, tools...Read More