A&I Financial Services

Does your current financial structure accurately reflect the causes you care about and the legacy you want to build? It seems the world is more partisan than in previous times. As the divide grows, so does anxiety. Many of us want to act in alignment with our values to help further the causes we are...Read More

Inflation is making the headlines. In retirement, inflation is particularly perfidious. If you are in retirement, inflation can eat away at your quality of life. For working people, at least there is hope that future income increases will keep pace with the cost of living. But for retirees, they don’t have a salary. How do...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

Women are taking charge of their financial futures like never before. Whether you’re building a career, managing a household, navigating life changes, or planning for retirement, having a strong wealth management strategy is key to achieving financial security and independence. At A&I Wealth Management, we are committed to helping women take control of their wealth...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

Martha, a vibrant woman who had enjoyed a long and fulfilling life, found herself facing a new reality as she aged. While still in good health, she was determined to plan for her future with the same intentionality she’d brought to every other aspect of her life. Martha’s goals were simple yet profound: Avoid burdening...Read More

Halloween is here! Let’s make it real. Here are The Top Five Regrets of the Dying, written by Bronnie Ware in 2009.  Our friend Annalee Kruger has spent more than 30 years as a professional caregiver and is now an instructor to caregivers, as well as financial planners like me. Regrets of the dying: I...Read More

Uncle James passed away a few years after becoming our client. With James, and all of our clients, we follow a slow, get-to-know-you process: Our discovery process Financial planning Asset allocation and portfolio maintenance Because we take it slow, we get to know our clients at a meaningful level. We talk with our clients as...Read More

Recently, our expert network team discussed a best-selling book, Die with Zero, by Bill Perkins. This is the first in a series of podcasts about leaving a legacy. I hope you enjoy listening to them! You can catch us anywhere you listen to podcasts: Apple, Spotify, YouTube, and more. Bill Perkins book argues that we...Read More

If you want to make a financial plan, then this 10 step plan will make it a little easier for you to work through the vast and complex issues at hand.Read More