AIO Financial

AIO fee-only
financial planners work with our clients in the areas of : investment review
and management, tax projection and planning, retirement planning, insurance
review, estate plan, and debt.

The CFP
certified financial planners at FFA worked with us on investment advice, asset
management, taxes, estate planning, retirement plan, and some debt reduction.
They are very knowledgable and met our needs for socially responsible
investing.