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,
- estate planning,
- debt reduction,
- socially responsible investing,
- 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 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
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.