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AIO Financial Logo Fee Only Financial Planners Wealth Invest

independent fee only comprehensive financial planners

AIO Financial is an independent fee only personal financial planning firm.  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 to set up a free meeting with a FEE ONLY financial planner.  We are located in Tucson, Arizona but have clients throughout the US.

Bill Sylvia CFP Certified financial planner fee only

Bill Holliday, CFP and Sylvia Matteson, CFP

fee only financial planner Tucson

AIO Finanical works with clients on:
– investment management and review,
– retirement planning,
– taxes,
– insurance,
– estate planning,
– debt reduction
– and any other financial area

WHY CHOOSE AIO FINANCIAL?

*As fee only fiduciaries, we’re different from 94% of financial advisors
– we work for you, not an insurance or mutual fund company
– fiduciary (highest) standard of care
– no conflicts of interest – NO commissions

*Competitive and Flexible Fees
AIO Financial fees are a great value for the services provided. We offer the option of working with us based on the amount of assets we manage, for a flat fee, or on an hourly basis.

Most importantly, we believe in FULL DISCLOSURE – so we never hide or bury our fees like other brokers or “financial advisors” who are commission or “fee-based” (not Fee-Only).

*No Minimum Portfolio Size

*Specialize in Socially Responsible Investing
We let you know what underlying investments you hold and provide opportunities to invest in-line with your values. So that you can make changes in the world through your investments.

*When you work with AIO Financial, you work directly with Bill Holliday, CFP