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A&I Wealth Management

A&I Financial Services

Podcast on elder financial services
We are excited to celebrate a significant milestone—our 100th podcast episode! This incredible achievement wouldn’t have been possible without the support of our dedicated listeners. In this special episode, The Expert Network team, including Karl Frank, CFP, of A&I Wealth Management, reflects on our favorite podcasts and the invaluable lessons learned and shared with our...
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Legacy planning insights from a wealth advisor.
Have you ever wished you could bottle up the wisdom and life experiences of your elders? You’re not alone. As financial planners at A&I Wealth Management, we understand that a family’s legacy is far richer than just financial assets. It’s the stories, values, and traditions that truly shape future generations. That’s why we believe capturing...
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