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 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

Investment ebook cover portrait 150

Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

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