Mentor Financial Advisory Group, Ltd. is an independent, fee-only financial planning and investment advisory firm that specializes in providing comprehensive financial planning services to physicians and other professionals.
Fee-only financial planning professionals do not sell financial products, nor do we represent product distributors such as insurance companies or investment brokers. Our only source of compensation is the consulting fees we receive from clients. Because we have eliminated the conflict of interest that is present in most relationships with financial planners, our client is assured that recommendations are unbiased, objective, and with the client's best interests in mind.
Mentor Financial provides services that allow clients to fully address their financial goals and concerns. We help clients:
Gigi Coligado has worked in the financial advisory industry since 1990. She started her career with IDS Financial Services, and founded Mentor Financial in 1992. She specializes in working mainly with physicians and professionals. She graduated from University of Dallas with a B.A. in Chemistry, and earned a M.B.A. in Finance with honors from University of St. Thomas in Houston, Texas.