Please schedule a free meeting with no obligation by clicking on the following button:


Bill Holliday, CFP will evaluate your financial situation and see how we can best serve you.

We can meet in person at our office in Tucson, Arizona or by phone, Skype or Zoom.

Although we are located in Arizona, we have many clients throughout the US who we meet with virtually.

We are sure you will learn something new at this free meeting. Please schedule a meeting online or contact us –