A&I Financial Services

“Should I sell my investments when I’m feeling anxious about the market?” John sat at his kitchen table, staring at his investment portfolio. The news was on in the background—another crisis, another market dip, another reason to panic. He had worked hard to build his savings, but the fear of losing it all made him...Read More

After years of dedication, Sheryl built a business she loved, one that held significant value and provided stability for her employees. But as life evolved, so did her priorities. With an elderly mother needing more care and grandchildren growing up quickly, Sheryl realized it was time for a change. She wanted to transition out of...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

As financial planners, we know that tax season can feel overwhelming, whether you’re filing as an individual or a business owner. But with the right approach, you can reduce stress, stay organized, and even uncover valuable savings opportunities. The key? Start early, stay informed, and work with the right professionals to ensure your financial strategy...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

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

At A&I Wealth Management, every decision, every conversation, and every plan starts with one goal: helping people create meaningful lives and retirements they can be proud of. Our story is one of evolution, collaboration, and purpose—a story that began decades ago with a vision and continues to grow stronger every day. The Beginning of Something...Read More

Cynthia, a 72-year-old widow, recently found herself dealing with a troubling situation. She’d noticed a few unusual transactions on her bank account—nothing major, but enough to make her uneasy. Uncertain about the details of online security, Cynthia wasn’t sure where to turn. Her late husband had managed their finances, and she felt overwhelmed by the...Read More

In a recent podcast by The Expert Network, we shared that a 2024 Supreme Court ruling might invalidate the entire “non-compete” argument entirely. Initially, we asked, “Are non-compete agreements now federally illegal?” A recent law issued by the Federal Government may have made it impossible for employers to limit their former employees from competing with...Read More