Financial Services include:

Investment Review and Management

  • Analyze your current portfolio
  • With you, construct an individualized diversified portfolio
  • Actively manage your portfolio (asset management)
  • Regularly review and re-balance
  • Because we are fiduciaries and do not earning commissions from selling products, we can meet our clients’ needs using a wide variety of investment types, including:
    individual stocks, exchange traded funds (ETF), mutual funds, buffered enhanced notes, market linked CDs, individual bonds (corporate, municipal), treasuries and CDs, alternative investments, untraded REITs, limited partnerships

Free Investing eBook

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Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

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Retirement Planning

  • Evaluate spending needs and retirement goals
  • Develop a plan that will provide adequate resources (wealth management)
  • Evaluate as many scenarios as needed

Free Investing eBook

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Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

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Tax Planning and Projections

  • Tax projections
  • Review past tax returns
  • Discuss tax laws and ways to minimize your tax liability
  • Tax preparation

Free Investing eBook

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Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

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Insurance Analysis

  • Review current insurance coverage
  • Discuss insurance needs/options
  • If needed, help get quotes

Free Investing eBook

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Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

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Estate Planning

  • Review existing estate plan
  • If needed, help getting estate plan documents

Free Investing eBook

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Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

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Real Estate

  • Review real estate investments and financing

Debt Reduction

  • Analyze your debt
  • Together, develop a manageable plan

Free Investing eBook

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Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

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Other Financial Issues

Free Investing eBook

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Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

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Please contact us for a free meeting with no obligation. We travel between Tucson, Phoenix, and San Diego – and have clients throughout the US.

Free Investing eBook

Investment_ebook_cover_portrait_300

Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

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Save

Free Investing eBook

Investment_ebook_cover_portrait_300

Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

Powered by ConvertKit