Bill Holliday

CFP®, MS, PE

AIO Financial

Financial Advisor

Bill Holliday

CFP®, MS, PE

AIO Financial

Financial Advisor

AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. - Bill Holliday, CFP®, MS, PE

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

Bill Holliday, CFP is a fee-only fiduciary financial planner with clients in Tucson, AZ and throughout the US. AIO Financial provides comprehensive and objective financial planning. As a fee-only, fiduciary, and independent financial advisor, Bill Holliday is never paid a commission of any kind.

AIO Financial fees are based on the amount of assets that we manage for you. We assist with all other aspects of your financial well being as part of our service, including: retirement planning, advising on accounts that we do not manage (such as 401k’s), taxes, insurance, estate plan, …

When you work with AIO Financial, all of your meetings will be with Bill Holliday, CFP not with a junior staff member.

We offer a free upfront meeting. You can schedule a meeting here.

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.

Bill Holliday is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Socially Responsible Investing

Ideal Clients

  • Retirees and Near Retirees
  • People interested in Impact investing
  • Sudden Money Situations
  • Medical & Education Fields and Business Owners
  • Cross Border Issues

Working Together

  • Free Initial Meeting
  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees based on assets managed
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Bill Holliday is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Bill Holliday is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Bill Holliday

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 2531 E Richards Place
    Tucson, AZ 85716

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser