AIO Financial Services
To provide the best possible financial services, AIO Financial evaluates all part of your financial situation.
- We evaluate your taxes to minimize your tax burden. We especially consider investment tax implications.
- We get a good understanding of your spending plan and retirement plan to determine your investment time horizon (when you need money).
- We review your insurance to make sure you are appropriately covered but not over covered.
- 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
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.
Free Investing eBook
Learn about different types of investments and investing strategies.
AIO Financial, 520-325-0769