When you work with AIO Financial, you work directly with Bill Holliday, CFP - a fiduciary financial planner working just for you.
Bill, a Certified Financial Planner with over 15 years of experience, is at every client meeting and responsible to insure your financial plan is properly carried out. We work with you on a comprehensive financial plan so that we are considering all aspects of your finances.
We have clients throughout the US
We meet with clients using internet meetings where we can share screens. We use secure email, dropbox, and phone.
We regularly travel throughout the US to visit clients anywhere if in-person meetings are desired.
I appreciate any feedback for our AIO Financial blog, podcast or videos. Please contact me if you have any comments, questions, and suggestions. You can comment here or contact me through Facebook, Twitter, email (firstname.lastname@example.org), or call 520-325-0769. Click here to schedule a free meeting with Bill Holliday, CFP.
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AIO Financial, 520-325-0769