Mentor Financial Advisory Group, Ltd. is an independent, fee-only financial planning and investment advisory firm based in Carlsbad, California. With over 30 years of experience in the industry, their founder, Gigi Ngo Coligado, specializes in providing comprehensive financial planning services to physicians and professionals. They offer unbiased and objective recommendations, as they do not sell financial products or represent product distributors, ensuring that their clients' best interests are always prioritized.
Mentor Financial provides a range of services to help clients achieve their financial goals, including analyzing personal financial goals, developing tax-planning strategies, evaluating employee benefit plans, saving and investing, monitoring investment portfolios, assessing insurance plans, managing debt, and planning for estate distribution. With a focus on minimizing taxes and other costs, Mentor Financial aims to provide tailored financial solutions to their clients, ensuring financial security and peace of mind.
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