A&I Financial Services

Question: How do I sell my business to a family member without hurting relationships? As business owners approach retirement, many hope to transition their company to a family member or trusted employee. While this may seem straightforward, the reality—echoed by pop culture like Succession or even King Lear—can be anything but simple. From power struggles...Read More

Question: What should I review in my financial plan mid-year? The summer is in full swing, and we’re officially halfway through 2025. Like many of us, you may have dutifully made New Year’s resolutions. But as the saying goes, “The only constant is change.” That’s why July is an ideal time for a mid-year financial...Read More

Have you accumulated a significant portion of your net worth in a single company’s stock and wondered, “How do I manage a concentrated equity position without risking my financial future?” If so, you’re not alone. Many individuals—whether through company stock plans, investments, or equity compensation—find themselves holding too much of one stock, and that can...Read More

How do I pay for my child’s college without hurting my retirement? Bella and Mark always dreamed of sending their two kids to college. But as their oldest approached junior year, reality set in: tuition costs had skyrocketed, and their savings weren’t quite where they hoped. They started wondering—can we help our kids graduate debt-free...Read More

Having a guide to navigate the complexities of wealth management is invaluable. For Chad Harmon, a partner and wealth manager at A&I Wealth Management, being that guiding force is more than just a profession—it’s a passion. A Personal Financial Advisor for Clients Chad and his team at A&I Wealth Management see themselves as more than...Read More

Emotions are a powerful force in our lives, often swinging like a pendulum between optimism and despair. When things go well, we celebrate—but with restraint, recognizing the effort that led to success. When things go poorly, however, our reaction can be overwhelming, fueled by surprise and disappointment. This pendulum of emotions is hard-wired into human...Read More

At A&I Wealth Management, we believe wealth isn’t just about numbers—it’s about creating a life that reflects your values, dreams, and aspirations. That’s why we’ve developed the Wealth Wellness Album, a personalized tool designed to bring clarity to your financial picture and help align your finances with your life’s priorities. The Wealth Wellness Album is...Read More

Cybersecurity for individuals is just as important as it is for businesses. With rising risks from phishing, social engineering, and even car hacking, it’s vital to understand practical ways to protect yourself and your family from cyber threats. Here’s a summary of key strategies to safeguard your financial and personal information: 1. Educate and Communicate...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

Karl Frank, CFP® of A&I Wealth Management Honored with Prestigious Eileen Sharkey Award Denver, CO — December 16, 2024 — Karl Frank, CFP® of A&I Wealth Management has been recognized as the recipient of the distinguished Eileen Sharkey Award, an honor that celebrates outstanding contributions to the financial planning profession. The award commemorates the legacy...Read More