Bill  Holliday

Bill Holliday

| CFP®, MS, PE

AIO Financial

520-325-0769

Contact Me

Fiduciary Fee-Only Financial Planner serving clients in Tucson and nationwide. Specializing in retirement planning, index ETFs, alternative investments, and socially responsible (impact) investing.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Fiduciary
  • Large variety of investment options
  • Estate Planning
  • Insurance Analysis
  • Tax Planning
  • Planning for Business Owners
  • Socially Responsible Investing

Website

Visit Us

2531 E Richards Place
Tucson, AZ 85716

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Bill Holliday, CFP is a Fiduciary Fee-Only Financial Planner serving clients in Tucson and nationwide. AIO Financial specializes in providing objective financial planning and specializes in investment management, socially responsible investing and retirement planning. Bill Holliday is a NAPFA-Registered Financial Advisor and a Certified Financial Planner™ Professional.

Bill Holliday is a Certified Financial Planner (CFP). a member of National Association of Professional Financial Advisers (NAPFA), Social Investment Forum, host of the Impact Investing Podcast, and the director of the non-profit ProMex Group.  He started providing financial services with AIO Financial in 2004.

Bill is a comprehensive financial planner specializing in providing above market returns for his clients and conducting extensive retirement planning reviews.  He offers free webinars about Socially Responsible Investing, retirement planning and general investments.

Please contact us to set up a free meeting with no obligation. The certified financial planners at AIO Financial will evaluate your financial situation and see how we can best serve you.  We work in a number of different ways, depending on your needs.

We are located in Tucson, Arizona however we have clients throughout the US.  We can share files securely and meet remotely. We are sure you will learn something new at this free meeting. Please contact us: 520-325-0769, bill@aiofinancial.com.

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AIO Financial is an independent fee only personal financial planning firm.  We earn no commissions and sell no products.  We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.

Please contact us to set up a free meeting with a fee only financial planner.  We are located in Tucson, Arizona but have clients throughout the US (and Mexico).

AIO Finanical is a comprehensive financial planning firm.  We work with clients on: investment management and review, retirement planning, taxes, insurance, estate planning, debt reduction and any other financial area.

We can work on an hourly basis, assets under management or for a flat fee.

We have a fee only financial planner blog, fee only financial planner podcast and fee only financial planner video channel, and we offer free webinars.  Our podcast is called - Impact Financial Planners Podcast.  The goal is to provide information to people so that they can make informed decisions and help themselves.

We also have a free ebook about Socially Responsible Investing and a free retirement calculator that you can get by attending our free retirement planning webinar.

Socially Responsible Investing (SRI) is an investment strategy seeking to maximize both financial return and social good.  AIO Financial has extensive experience in SRI, also known as socially conscious, sustainable, and ethical investing.

As fee only financial planners, AIO Financial, can provide their clients with a variety of alternative investments, to keep them ahead of the market, including:

  • 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

 

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