Fee-Only Fiduciary Financial Planners
Investment Management, Retirement/Spending Planning, Tax Planning, Estate Planning, Insurance Review, Socially Responsible Investing
Independent Comprehensive Fiduciary Financial Planners
We do not receive commissions or sell products.
We are comprehensive financial planners helping you formulate a unified plan.
We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.
Where you may have seen Bill Holliday, CFP of AIO Financial
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
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).
AIO Financial fees are based on the amount of assets that we manage for you.
No Minimum Portfolio Size
Broad investment options
Because we are not earning commissions from selling products, we can meet our clients’ needs using:
exchange traded funds (ETF)
bonds (corporate, municipal)
buffered enhanced notes
market linked CDs
treasuries and CDs
Socially Responsible Investing
For those people who are interested in Socially Responsible Investing, we have extensive experience helping people invest in-line with their values and make positive changes. Socially Responsible Investing includes: screening, shareholder advocacy and community investing. Bill hosts a podcast called Impact Financial Planners on the topic.