Stratton Advisors

read moreAIO 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. We have offices in Tucson, Honolulu, Boulder, Boise, El Paso, Palm Springs, Rochester, West Palm Beach, Ventura, Albuquerque, Las Vegas, Charlotte, Portland, St George, Billings, Casper, Phoenix, Los Angeles, Chicago, and Seattle but we work with clients virtually throughout the world and regularly travel to meet non-local clients.

read moreBill Holliday is a Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), a member of National Association of Professional Financial Advisers (NAPFA), US Social Investment Forum (USSIF), Green America, and the First Affirmative Network. Bill is the volunteer director of a charitable organization that provides support to Mexican communities in need called ProMex Group. He received his BS in engineering from Lehigh University and his MS from Purdue University. Bill served in the Peace Corps in Nicaragua small business development group.

read moreThis keeps you from getting over exposed in any one asset class and forces you to sell high and buy low. Given your assets and expected income (including when you want to stop or reduce working), we can estimate how much you can spend a year. If you give us how much you want to spend per year, we can estimate how long you may need to work to meet that goal. We look at your most recent tax return and based on your income, with holdings, and deductions, we use a program to evaluate the current year taxes.