We earn no commissions and sell no products. We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty. Please contact us for a free meeting with no obligation.
AIO fee-only financial planners work to meet our clients’ individual financial needs in areas including:
- investment review and management
- tax planning and preparation
- retirement planning
- insurance analysis
- estate planning
- debt reduction
- and other financial issues (budgeting, charitable gift planning, real estate investing, education planning, socially responsible investing, …)
We provide comprehensive financial services because competent and informed investment decisions must take into account all the other factors that comprise an investor’s financial profile, including taxes, estate planning, insurance, risk tolerance, specific family circumstances and ultimate financial goals.
A truly comprehensive financial plan, therefore, is much more than investment advice. It is an all-purpose tool that enables planner and client, working together, to make better financial decisions because each individual decision is made within the context of the full picture.
For asset management, we create individual portfolios to meet our clients’ financial needs. We primarily invest using Exchange Traded Funds (ETFs), Structured Products (such as Market Linked CDs), Mutual Funds, and Alternative Investments.
AIO Financial works with many clients interested in Socially Responsible Investing (also known as: SRI, Sustainable Investing, Green Investing, Ethical Investing, Socially Conscious Investing, Double Bottom Line Investing). In addition to the AIO Blog, they have an SRI Podcast and SRI Video Blog with current information on the topic.
Our office is located in Tucson, Arizona but we have clients all over the United States. Bill and Sylvia are both Certified Financial Planners (CFP) with the experience and tools to help you meet your financial goals.
Please contact us for a free meeting with no obligation.