A Comprehensive Financial Planning and Wealth Management Company. AIS Financial was founded in 1998 with the goal of providing our clients with the information and guidance necessary to make sound financial decisions. AIS Financial is a full service Financial Planning and Investment advisory firm offering access to a wide variety of products and solutions to it's clients. We recognize that financial planning is a process. It involves discovering your goals and developing a plan to help you pursue those goals. As your financial planner and advisor, we will do everything within our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to investing.