Impact Financial Planners´ Services

Impact Financial Planners (through AIO Financial) are fee only planner is compensated solely by the client. They do not receive any compensation that is contingent on the purchase or sale of a financial product.

A Fee Only planner may not receive commissions, rebates, awards, finder’s fees, bonuses or any form of compensation from others as a result of a client’s implementation of the individual’s financial planning recommendations. Because AIO is only compensated by our clients, we can address a diverse array of financial issues that do not involve selling investment products.

Tap on our service categories below for details about each.

Investment Review & Management

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Analyze your current portfolio

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With you, construct an individualized diversified portfolio

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Evaluate as many options as needed

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Regularly review and re-balance

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Incorporate your values in your investment portfolio

Retirement Planning

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Evaluate spending needs and retirement goals

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Evaluate various scenarios of different income and expenses

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Develop plans that meet income or expense objectives

Tax Planning & Projections

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Tax projections

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Review past tax returns

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Discuss tax laws and ways to minimize your tax liability

Insurance Analysis

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Review current insurance coverage

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Discuss insurance needs/options

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If needed, help get quotes

Estate Planning

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Review existing estate plan

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If needed, help getting estate plan documents

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Evaluate and advise on account beneficiaries

Any Other Financial Area

Depending on your needs, our financial advisors assist with:

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Mexico-US financial planning

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Real Estate Investing

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Charitable giving

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Education planning

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Inheritance

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Debt Reduction

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And More

Our Fees

This is our only compensation, we do not receive any commissions or sell any products. Our annual fee is based on the amount of assets that you want us to manage, as follows:

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($500/quarter minimum fee)

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On the first $500,000 (1.00%)

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On the next $500,000 (0.70%)

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On the next $1,000,000 (0.50%)

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On the next $10,000,000 (0.30%)

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Above $12,000,000 (negotiated)

Get a free Socially Responsible Investment Guide

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Learn about making an impact with your investments.

AIO Financial, 520-325-0769

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