Fee-Only Financial Planners

AIO Financial is an independent, comprehensive, fee-only financial planning firm. We are held to a fiduciary duty.
ServicesFee Only

Independent Comprehensive Fiduciary Financial Planners

N

We do not receive commissions or sell products.

N

We are comprehensive financial planners helping you formulate a unified plan.

N

We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.

Z

Fee-Only Fiduciaries

AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries.

Z

Comprehensive

We work with you on all aspects of your financial well-being, including: asset management, retirement planning, taxes, estate planning, impact investing. 

Z

Latest Technology

We use the latest software to provide the best experience and planning projections possible for our clients.

Z

Virtual or In-Person

We have offices in Tucson, Phoenix, Los Angeles, Honolulu, Las Vegas, Palm Springs, El Paso, Reno, Albuquerque, Stuart, Rochester, Billings, Salem, and Myrtle Beach but we work with clients virtually throughout the world and regularly travel to meet non-local clients.

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.

 

Sustainable, Responsible, Impact Investing

  • We have extensive experience in Sustainable, Responsible, Impact Investing (SRI)
  • SRI is an investment strategy seeking to maximize both financial return and social good.
  • Also known as environmental, social, governance (ESG); socially conscious; sustainable; ethical, impact and socially responsible investing.
  • We help clients 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 SRI ebook.  AIO Financial is a member of Impact Investing Firms and First Affirmative.
  • You can use ESG factors in your investment decisions without sacrificing return on your investments.

Where have you seen AIO Financial – fee only (fiduciary) financial planners

Z

Diversification

Z

Strategic Rebalancing

Z

Low Expenses

Z

Tax Minimization / Deferral

Z

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.
N

individual stocks

N

exchange traded funds (ETF)

N

bonds (corporate, municipal)

N

buffered enhanced notes

N

market linked CDs

N

treasuries and CDs

N

limited partnerships

N

alternative investments

N

untraded REITs

N

mutual funds

AIO Financial uses the latest financial planning and investment tools to provide the best service possible to our clients.

Please fill out the following questionnaire if you would like an advisor from AIO Financial to reach out to you.

Step 1 of 10

 

AIO Financial is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.