AIO Financial is an independent fee only personal financial planning firm. We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty. AIO Financial works to meet our clients’ individual financial needs in areas including:
* investment review and management
* tax planning and preparation
* retirement planning
* insurance analysis
* estate planning
* debt reduction
* budgeting
* socially responsible investing
* real estate investing
* education planning
* and other financial issues
We provide comprehensive financial services because competent and informed investment decisions must take into account all the other factors that comprise an investor’s financial profile, including taxes, estate planning, insurance, risk tolerance, specific family circumstances and ultimate financial goals. A truly comprehensive financial plan, therefore, is much more than investment advice. It is an all-purpose tool that enables planner and client, working together, to make better financial decisions because each individual decision is made within the context of the full picture. For asset management, we create individual portfolios to meet our clients’ financial needs. Because we are not earning commissions from selling products, we can meet our clients’ needs using:
exchange traded funds (ETF)
mutual funds
buffered enhanced notes
individual stocks
market linked CDs
bonds (corporate, municipal)
treasuries and CDs
alternative investments
untraded REITs
limited partnerships
AIO Financial works with many clients interested in Socially Responsible Investing (also known as: SRI, Sustainable Investing, Green Investing, Ethical Investing, Socially Conscious Investing, Double Bottom Line Investing). In addition to the AIO Blog, they have an SRI Podcast and SRI Video Blog with current information on the topic. Our office is located in Tucson, Arizona but we have clients all over the United States. Bill and Sylvia are both Certified Financial Planners (CFP) with the experience and tools to help you meet your financial goals. Please contact us for a free meeting with no obligation.
