AIO Financial
Services
Fees
Blog
About
Resources
- SRI eBook
- Expat eBook
Contact

Services

Our Services

Investment Management

As an investment advisory firm, we believe that your investments should be the reflection of your long-term financial goals….

Retirement Planning

Your retirement years are considered your golden years, where you have the resources and time to do anything and everything you’ve always wanted to do….

Tax Planning

Tax laws are complicated, and the ever-changing economy, technological advancements, and legislation complicate it even more….

Insurance Analysis

Over the years, we’ve uncovered that many underestimate the power of a good insurance plan….

Estate Planning

Does planning for your future concern you? Let us assist you with our estate planning services.….

Impact Investing

Impact investing is just for you if you want to impact society while achieving financial returns positively….

Schedule A Free Meeting

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

Please enable JavaScript in your browser to complete this form.

- Step 1 of 11

When do you plan to retire?

I'm already retired
In less than 5 years
In 5-10 years
In 10-20 years
In more than 20 years

(Select the option that best describes your situation.)

What is the approximate total value of your liquid assets?

Under $200,000
$200,000 - $400,000
$400,000 - $750,000
$750,000 - $1,000,000
$1,000,000 - $2,000,000
$2,000,000 - $5,000,000
More than $5,000,000

(Include bank accounts, investment accounts, IRAs, Roth IRAs, and 401ks.)

What is the approximate value of your real estate?

Under $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $2,000,000
$2,000,000 - $5,000,000
More than $5,000,000

(Include your primary residence, second home, rental properties, and vacant land.)

What is the approximate total payoff amount of your mortgages?

Under $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $2,000,000
More than $2,000,000

Please estimate the total remaining balance of all your mortgages combined.

What is the approximate total value of all your other debts?

Under $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $2,000,000
More than $2,000,000

Include the total of all your debts, such as credit cards, car loans, student loans, medical debt, etc.

What is your estimated total annual household income?

Under $50,000
$50,000 - $100,000
$100,000 - $200,000
$200,000 - $300,000
$300,000 - $500,000
$500,000 - $1,000,000
More than $1,000,000

Include the total pretax income for your entire household.

What are your total annual expenses?

Under $50,000
$50,000 - $100,000
$100,000 - $200,000
$200,000 - $300,000
$300,000 - $500,000
Over $500,000

Include all your after-tax expenses for the year.

Do you have any major financial events planned?

Examples include selling a home, receiving an inheritance, retiring, getting married, having a baby, etc.

What do you hope to achieve through financial planning? *

Examples include planning for retirement, managing wealth, reducing debt, etc.

How did you hear about AIO Financial? *

Examples include Google search, YouTube, Facebook, a friend or family member, NAPFA, etc.

Name *

First

Last

Email *

Phone

State

Partner with us to pursue your financial goals.

Invest in a sustainable future.

Connect with us today!

Schedule a free meeting



Los Angeles, CA (424) 358-5410



All written content on this site is for information purposes only. Opinions expressed herein are solely those of AIO Financial, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by AIO Financial, LLC, a Registered Investment Advisor with the SEC.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State where legally permitted. All written

content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions.