Today is Senior Citizen Day! It is a great day to remind ourselves about the importance of elder planning for both ourselves and our loved ones as we work to age in place. Read our latest blog on the topic and our 7 step approach for planning: https://lnkd.in/gbtghyRV #Elderplanning #AgingInPlace #FinancialPlanning
A&I Wealth Management
Financial Services
Lone Tree, Colorado 299 followers
Grow and protect your investments, choose how you want to be taxed
About us
Headquartered in Denver, Colorado, A&I Wealth Management, a dba of A&I Financial Services LLC was founded in 1986. Our team of advisors has a long history of helping our clients optimize their assets and income. We work with a select number of clients for whom we can make a significant impact. This page is a publication of A&I Wealth Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracyand it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts.
- Website
-
https://www.assetsandincome.com/
External link for A&I Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Lone Tree, Colorado
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Wealth Management, Financial Planning, Tax Planning, and Go Tax Free Book
Locations
-
Primary
Get directions
9605 Kingston Court
Suite 190
Lone Tree, Colorado 80112, US
Employees at A&I Wealth Management
Updates
-
Are you tired of hunting for financial documents or wondering if your loved ones have the info they need? Join Cameron Morgan and A&I Wealth Management for "Design Your Wealth & Wellbeing Album" and get a FREE Starter Kit to create a comprehensive system for all your important documents. Register for this hybrid live and virtual event happening August 22, 2024 at 11:30 AM MT https://lnkd.in/gTGS59qr #ElderPlanning #WealthPreservation #FinancialPlanning #ElderCare #RetirementPlanning
-
Margaret, a successful entrepreneur, nearly lost everything due to lack of elder planning. A winter storm and a reliance on her housekeeper highlighted her vulnerability. Don't be like Margaret. Secure your legacy with A&I Wealth Management's 7-step plan. Read on to see how we help people like Margaret. https://lnkd.in/gmSD-d93 #ElderPlanning #WealthPreservation #FinancialPlanning #ElderCare #RetirementPlanning
-
-
Join us as we reflect on favorite moments, valuable lessons, and key messages we want to share with YOU. Whether it's discussing current events, financial wisdom, or industry trends, there's something for everyone. Listen and subscribe to be part of this exciting milestone! https://lnkd.in/ddDUkdgX #PodcastMilestone #ExpertNetwork100 #BusinessInsights #SubscribeNow
-
-
A&I Wealth Management serves a diverse community including families, business owners, and executives, as well as individuals navigating life transitions and women focusing on wealth and wellness. Their expert team provides tailored financial planning and investment advice to help clients achieve long-term success and navigate unique financial needs. Discover more about who we serve at A&I Wealth Management: https://lnkd.in/ejkDXvgK #FinancialPlanning #Community #WealthManagement #LifeTransitions #BusinessOwners #WomenInFinance
-
-
I am beyond excited and deeply honored to celebrate a significant milestone—our 100th podcast episode of The Expert Network! This incredible achievement wouldn't have been possible without the unwavering support of our dedicated listeners. In this special episode, I, along with The Expert Network team reflect on our favorite podcasts, the invaluable lessons we've learned, and the key messages we want to share with our audience. Participating and contributing to this journey has been a privilege, and I am thrilled to be part of such a vibrant community. Discover insights on the importance of community (GSD Club), navigating current events, legal topics, financial planning, and industry trends. Join us! https://lnkd.in/ddDUkdgX #PodcastMilestone #ExpertNetwork100 #BusinessInsights #FinancialPlanning
-
-
The Expert Network is celebrating a milestone—our 100th podcast episode! Karl Frank from A&I Wealth Management has been a member of this group, providing insights into accounting, tax, financial planning and so much more! In this special episode, The Expert Network team reflects on our favorite moments and the invaluable lessons learned and shared with our incredible listeners. Tune in, listen, and subscribe to join us on this exciting journey. https://lnkd.in/ddDUkdgX #PodcastMilestone #ExpertNetwork100 #BusinessInsights #Financial Planning
-
-
IM Global Partners' research team believes we've seen peak inflation and interest rates. This could mean good news for investors! Read and listen in to our Q2 investment market update. https://lnkd.in/gmzc2Msw #financialplanning #financialadvisor #AIweathmanagement #investing
-
-
This week, we have been sharing updates from our Q2 investment market event. If you are considering new investment strategies, here is how A&I can help. Be sure to also download our investment philosophy while you are visiting the site. https://lnkd.in/em99JRAA #Investing #financialplanning
-
-
Had a great lunch and learn sharing insights from our IM Global Partners research team last week. Their base-case view: continued economic growth (albeit slowing), easing inflation, and strong equity performance. Exciting times ahead! Read more and watch the video here: https://lnkd.in/gmzc2Msw #financialplanning #financialadvisor #AIweathmanagement #investing
-