Fee-Only Fiduciary Financial Planners
Investment Management, Retirement/Spending Planning, Tax Planning, Estate Planning, Insurance Review, Socially Responsible Investing
AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries.
We are located in Tucson, Arizona but we work with clients virtually throughout the US. We also travel to visit many of our clients throughout the year.
Tax Minimization / Deferral
In-line with your values (optional)
WHY CHOOSE AIO FINANCIAL?
As fee only fiduciaries, we’re different from 90% of other financial advisors
- We have no conflicts of interest – we do not receive any commissions and we do not sell any products
- We are only compensated by you, our client
- We are unbiased in our recommendations
- We can assist you in any financial area you want help with – we do not need to sell a product to get compensated, so we can help with retirement planning, taxes, insurance, estate planning, debt reduction along with investment management – to give you comprehensive financial support.
- We work for you, not an insurance or mutual fund company – no commissions no product sales
- We can use a variety of investments to meet your needs, including: ETFs, mutual funds, separately managed accounts, market linked CDs, individual stocks and bonds, …
- We are fiduciaries – bound by the highest standard of care
AIO Financial fees are based on the amount of assets that we manage for you. We assist with all other aspects of your financial well being as part of our service, including: retirement planning, advising on accounts that we do not manage (such as 401k’s), taxes, insurance, estate plan, …
We manage 401k plans for businesses through SocialK and we can work on an hourly basis.
Work with a Certified Financial Planner
All of your meetings will be with Bill Holliday, CFP not with a junior staff member.
Comprehensive Financial Planning
We work with you on all aspects of your finances to develop a unified comprehensive plan. In addition to investment management, we work with you on retirement planning, tax planning, insurance, estate plan, spending plan, and education planning.
We offer a free upfront meeting – in-person, by phone or computer (Zoom). We will discuss your financial situation and our services. We are sure you will learn something helpful at that meeting.