Home

AIO Financial Logo Fee Only Financial Planners Wealth Invest

Independent Fee-Only Comprehensive Financial Planners

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.

  • We are comprehensive financial planners helping you formulate a unified plan.
  • We specialize in Socially Responsible Investing and Alternative Investments to allow you to invest in-line with your values and achieve maximum return.
  • We can work with you in a variety of ways, depending on your needs.

Click here to schedule a free meeting with Bill Holliday, CFP.  We travel between Tucson, Phoenix, and San Diego – and have clients throughout the US.

AIO Finanical works with clients on:

  • investment management and review,
  • retirement planning,
  • taxes,
  • insurance,
  • estate planning,
  • debt reduction,
  • socially responsible investing,
  • and any other financial area
fee only financial planner Tucson
Sylvia Matteson, CFP and Bill Holliday, CFP

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 you,
– 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.

Broad investment options

Because we are not earning commissions from selling a particular product, we can meet our clients’ needs using:

  • exchange traded funds (ETF),
  • mutual funds,
  • buffered enhanced notes
  • individual stocks,
  • market linked CDs,
  • bonds (corporate, municipal),
  • treasuries and CDs,
  • alternative investments,
  • untraded REITs,
  • limited partnerships

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

Free Socially Responsible Investing Webinar

Bill_outside

Learn how to easily invest in-line with your values. Receive a free ebook for attending the free socially responsible investing webinar. Presented by AIO Financial.

We won't send you spam. Unsubscribe at any time. Powered by ConvertKit