AMA Financial Advisors
focusing on Athletes, Musicians, and Actors
  • Financial planning for all phases for your career through retirement.
  • Comprehensive: investment management, retirement planning, taxes, estate planning, insurance
  • Fee Only Fiduciaries: we do not receive any commissions and do not sell any products – unbiased.

Financial planning for athletes and entertainers

We have experience working with athletes, musicians, actors and entertainers whose earnings can be compressed into a few years at a young age. We work to develop a compreshensive plan so that you are financially secure through retirement.

Fee-Only Fiduciaries

Impact Financial Planners 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.

Comprehensive

We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage.

Independent Comprehensive Fiduciary Financial Planners

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We do not receive commissions or sell products.

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We are comprehensive financial planners helping you formulate a unified plan.

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We work only for you, as a fiduciary, to represent your best financial interest with 100% loyalty.

Our clients’ identities and their financial information are completely confidential.

Investment Pillars

N

Diversification

N

Strategic Rebalancing

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Low Expenses

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Tax Minimization / Deferral

N

In-line with your values

WHY CHOOSE AIO FINANCIAL?

As fee only fiduciaries, we’re different from 90% of other financial advisors

  • We have no conflicts of interest – we do not receive any commissions and we do not sell any products
  • We are only compensated by you, our client
  • We are unbiased in our recommendations
  • We can assist you in any financial area you want help with – we do not need to sell a product to get compensated, so we can help with retirement planning, taxes, insurance, estate planning, debt reduction along with investment management – to give you comprehensive financial support.
  • We work for you, not an insurance or mutual fund company – no commissions no product sales
  • We are fiduciaries – bound by the highest standard of care

Competitive Fees

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, …

Comprehensive Financial Planning

We work with you on all aspects of your finances to develop a unified comprehensive plan. In addition to investment management, we work with you on retirement planning, tax planning, insurance, estate plan, spending plan, and education planning.

Unique Issues for Professional Athletes and Entertainers

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High earnings for limited time

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High earnings early

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Inconsistent / unpredictable income

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High risk investment temptations

N

Image to maintain / comparing to others

N

Injury impact on income

N

High tax obligations

N

Family & friend financial obligations

Broad investment options

  • Because we do not earn commissions and do not sell products, we can meet our clients’ needs using a wide variety of investment vehicles.
  • We provide individualized investment portfolios based on our clients’ risk tolerance and time horizon.
  • We invest in domestic and international stocks, bonds, alternative investments, and structured products.
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individual stocks

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bonds (corporate, municipal)

N

alternative investments

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market linked CDs

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buffered enhanced notes

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treasuries and CDs

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limited partnerships

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exchange traded funds (ETF)

N

untraded REITs

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mutual funds

Financial Solutions for Musicians, Actors, and Athletes

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Ensure there are adequate liquid funds to cover spending needs

N

Develop retirement / spending plan

N

Review insurance coverage

N

Develop plan to minimize taxes

N

Ensure appropriate estate plan in place

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Invest considering time horizon and risk tolerance

Sustainable, Responsible, Impact Investing

For those people who are interested in Sustainable, Responsible, Impact Investing (SRI), also known as socially responsible investing and ESG investing, we have extensive experience helping people invest in-line with their values and make positive changes.  SRI includes: screening, shareholder advocacy and community investing.

Bill hosts a podcast called Impact Financial Planners on the topic. We offer a free ebook and blog about SRI.  AIO Financial is a member of Impact Investing Firms and First Affirmative.

You can participate in ethical investing without sacrificing returns and by reducing risk.

 

AMA Financial Advisors is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

9375 E Shea Boulevard, Suite 100
Scottsdale, AZ 85260
(480) 447-7790
1860 East River Road, Suite 112
Tucson, AZ 85718
(520) 325-0769
4640 Admiralty Way, Suite 500
Marina del Rey, CA 90292
(424) 358-5410