Fee-Only Fiduciary Financial Planners
♦ Investment Management ♦ Retirement/Spending Planning ♦ Tax Planning ♦ Estate Planning ♦ Insurance Review ♦ Sustainable, Responsible, Impact Investing
Fee-Only Fiduciaries
Comprehensive
We work with you on all aspects of your financial well-being, including: asset management, retirement planning, taxes, estate planning, impact investing.
Virtual or In-Person
We have offices in Tucson, Phoenix, and Los Angeles but we work with clients virtually throughout the world and regularly travel to meet non-local clients.
Latest Technology
We use the latest software to provide the best experience and planning projections possible for our clients.
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.
WHY CHOOSE AIO FINANCIAL?
AIO challenges the status quo of the financial planning business by working on a fee-only basis, providing comprehensive planning services and using the best-in-industry technology.
- We are compensated only by our clients instead of selling products and receiving commissions like other advisors. This allows us to be unbiased and true fiduciaries which means we only act in the best interest of our client.
- We create and manage a complete plan for our clients by planning for every financial area including detailed retirement planning, tax planning, estate planning, insurance and more. Because of this, our clients are able to trust us in protecting all of their financial goals.
- We use the latest software to provide the best experience and planning projections possible for our clients.
Where have you seen AIO Financial – fee only (fiduciary) financial planners
Diversification
Strategic Rebalancing
Low Expenses
Tax Minimization / Deferral
In-line with your values
Broad investment options
- Because we do not earn commissions and do not sell products, we can meet our clients’ needs using a wide variety of investment vehicles.
- We provide individualized investment portfolios based on our clients’ risk tolerance and time horizon.
- We invest in domestic and international stocks, bonds, and alternative investments (not correlated to stock or bond markets).
- There are investments that protect your principle and give you exposure to markets (structured products).
exchange traded funds (ETF)
bonds (corporate, municipal)
alternative investments
buffered enhanced notes
market linked CDs
treasuries and CDs
limited partnerships
mutual funds
individual stocks
untraded REITs
AIO Financial uses the latest financial planning and investment tools to provide the best service possible to our clients.
Sustainable, Responsible, Impact Investing
For those people who are interested in Sustainable, Responsible, Impact Investing (SRI), also known as socially responsible investing and ESG investing, we have extensive experience helping people invest in-line with their values and make positive changes. SRI includes: screening, shareholder advocacy and community investing.
Bill hosts a podcast called Impact Financial Planners on the topic. We offer a free ebook and blog about SRI. AIO Financial is a member of Impact Investing Firms and First Affirmative.
You can participate in ethical investing without sacrificing returns and by reducing risk.