Comprehensive, unbiased financial planning you can trust
Please fill out the following questionnaire if you would like an advisor from AIO Financial to reach out to you.
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.
Financial Planning Process
2. Team meeting
During this one-hour meeting, our team will get clear on your financial goals, needs, and concerns.
We will also describe our process, experience and expertise.
3. Think about it
We will follow-up to determine how you would like to move forward.
If you decide that we aren’t a good fit to work together, that’s fine. We will wish you the best. There is never a hard-sell or pressure to work with us.
4. Get started!
We will be truly honored to work with you. We will answer any questions you have.
Prior to this meeting, we will send you a list of materials that we will need from you.
Contact us at firstname.lastname@example.org
How does AIO Financial make money?
Do you work on an hourly basis or on one-time projects?
What is your minimum fee?
$500 is our minimum quarterly fee. You can see our fees on our Fee Page.
Why work with AIO Financial?
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.
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AIO Financial, 520-325-0769