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, firstname.lastname@example.org.
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.
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Tax Planning
- Socially Responsible Investing
- Retirees and Near Retirees
- People interested in Impact investing
- Sudden Money Situations
- Medical & Education Fields and Business Owners
- Cross Border Issues
- Free Initial Meeting
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees based on assets managed
- No Product Sales
Professional Designations & Affiliations
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.
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
2531 E Richards Place
Tucson, AZ 85716