AIO Financial Services
To provide the best possible financial services, AIO Financial evaluates all part of your financial situation. Even if your primary objective is to have professional asset management, we want to take a comprehensive look at your finances.
- We look at your taxes, because almost all of your financial decisions have tax implications and we want to consider them as we make decisions.
- We want to look at your spending plan / retirement plan, because your investment time horizon (when you need money) will directly impact the types of investments that are most appropriate for you.
- We review your insurance to make sure you are appropriately covered but not over covered. Understanding your insurance situation, including deductibles and kinds of insurances you have, along with your spending, allows us to determine the how much of a prudent reserve should be set aside.
- We look at your estate plan to insure that beneficiaries, will designations, and the structure of your estate plan effectively meet your desires.
Tap on our service categories below for details about each.
Investment Review & Management
Analyze your current portfolio
With you, construct an individualized diversified portfolio
Evaluate as many proposals as needed
Regularly review and re-balance
Tax Minimization / Deferral
Evaluate spending needs and retirement goals
Evaluate various scenarios of different income and expenses
Develop plans that meet income or expense objectives
Tax Planning & Projections
Review past tax returns
Discuss tax laws and ways to minimize your tax liability
Review current insurance coverage
Discuss insurance needs/options
If needed, help get quotes
Review existing estate plan
If needed, help getting estate plan documents
Evaluate and advise on account beneficiaries
Unbiased Fee Only Fiduciary
Expat Investment Considerations
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.
Free Investing eBook
Learn about different types of investments and investing strategies.
AIO Financial, 520-325-0769