Upcoming Free Webinars
Socially Responsible Investing – Invest in-line with your values
Friday, February 9th – 10 AM MST (AZ time)
Learn how to make a positive change in society without sacrificing returns. Get a free updated Socially Responsible Investing eBook just for attending.
Investing – How to make money in the markets
Friday, March 9 – 1 PM MST (AZ time)
Learn how to improve portfolio returns using alternative investments. Liquid and illiquid alternatives provide an uncorrelated solid return to a portfolio. We do not sell products or get commissions – learn from an independent unbiased fiduciary.
Retirement Planning – When can you retire?
Friday, February 16 – 12 noon MST (AZ time)
Learn how to determine how much you need to retire and what life style you can expect given your projected financial situation. Get a free Retirement Planning Calculator just for attending.
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.
