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

“Is it possible to help your child graduate debt-free without sacrificing the retirement you’ve worked so hard to build?” 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...Read More

Have you ever wondered why certain financial decisions feel effortless while others trigger an immediate sense of anxiety or avoidance? What is your first memory about money? Maybe it’s the sense of pride from earning money for yourself for the first time, your first job, or the excitement of an allowance. It could be the...Read More