We have clients throughout the US
We meet with clients using internet meetings where we can share screens. We use secure email, dropbox, and phone.
We regularly travel throughout the US to visit clients anywhere if in-person meetings are desired.
fax: (520) 441-5380
I appreciate any feedback for our Impact Financial Planners blog. Please contact me if you have any comments, questions, and suggestions. You can comment here or contact me through Facebook, Twitter, email (firstname.lastname@example.org), or call 520-325-0769. Click here to schedule a free meeting with Bill Holliday, CFP.
Schedule Free Meeting
Get a free Socially Responsible Investment Guide
Learn about making an impact with your investments without sacrificing returns.
AIO Financial, 520-325-0769