Invest in a Sustainable Future
AIO Financial is a fee only financial planning firm. We do not receive commissions or sell any products so we can be unbiased and work 100% for our clients. We are held to a fiduciary standard.
We work with you on all aspects of your financial plan: investment management, retirement planning, tax planning, estate planning, and insurance review.
Independent Comprehensive Tailored
We know how daunting it can get to navigate the world of financial planning without the proper guidance. That’s why we:
Work on a fee-only basis which means that you’ll get 100% unbiased and tailored plans from a personal financial advisor made to align with your values.
Work with you to formulate unified plans that include all aspects of your financial planning: asset management, retirement planning, taxes, estate planning, and impact investing.
Provide a customized plan that takes into account your specific goals and gives you a clear roadmap of financial advice.
We do not receive any commissions or sell any products. We are completely unbiased and only work 100% for our clients. As fee only financial planners, we are held to a fiduciary standard.
We believe in staying up to date with the latest technology available to provide the best experience and planning projections to our clients.
Every case requires a unique perspective with a plan that suits the individual. We work with you closely to develop a financial plan made just for you. From asset management to tax planning we review your complete financial situation.
We primarily provide financial planning services online through virtual zoom meeting. We can meet in person as needed. We are located in Tucson, AZ but travel to our offices in Los Angeles, Las Vegas, Portland, Boulder, and Seattle regularly.
WHY CHOOSE US?
“I have nothing but high praise and respect for this company. You are treated with the same care and concern, whether your investment is large or small. Personal and dependable and available, what more can one hope for? 5 stars and then some….”
“Bill Holliday and his team provide exceptional financial guidance and advice. I feel very confident investing my money with AIO Financial. Bill really gets to know his clients and makes recommendations based on their risk tolerance and financial goals.He has a broad range of experience to meet financial and life planning needs.”
“I have had a great experience working with Bill and the team at AIO. I feel confident that they are guiding me in the best direction for my financial future. After each meeting I leave feeling that any questions or concerns I had were addressed and understand why they are recommending changes to my account.” “Bill is really helpful and knowledgeable and reassuring, and the whole staff is responsive. I feel confident in their financial service and rest-assured that my investments align with my values.”
Tax Minimization / Deferral
In-line with your values
AIO Financial uses the latest
financial planning and
investment tools to provide
the best service possible to our clients.
AIO Financial uses the latest financial planning and investment tools to provide the best service possible to our clients.
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How long until you retire?
Approximately, how much do you have in liquid assets? (copy)
Approximately, what is the value of your real estate?
residence, second home, rental properties, vacant land
What is the approximate pay off value of your mortgages?
What is the approximate value of all other debt?
total of: credit cards, car loans, student loans, medical debt, etc