AI Financial, Inc., is a comprehensive wealth management firm serving clients throughout the West. We specialize in providing objective, customized financial planning services, tax planning, and investment advice.   Our unique advantages include:

  • We provide one principal point of contact to coordinate all of our clients’ financial affairs, including investment management, income tax planning and preparation, estate planning, retirement planning and risk management. 
  • We are completely objective; we always serve our client’s best interests.  We do not accept commissions from any source.
  • We have access to the same wide range of financial products as much larger firms, but with personalized service and a low fee structure.
  • Our services provide valuable peace of mind in an uncertain economic climate.

 

 

Whether you are building assets for the future—or seeking to protect, enjoy, and pass on those you already have—sound, professional, and personal advice from AI Financial, Inc.,  can help you to illuminate your financial path.


 
4356 Cochran St.
Simi Valley, CA  93063
Phone - 805.582.4829    Fax - 805.526.5953
info@aifinancial.com

This web site is only for the purpose of giving general information and is not intended to offer personal financial advice. Nothing in these pages shall be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, or legal advice. If you require any type of specific advice, please consult an attorney, qualified tax professional or CERTIFIED FINANCIAL PLANNER™ Certificant. WE DO NOT offer any type of investment advice on-line.  Nothing in this entire web site shall be construed as an offer to sell, or a solicitation to buy regulated securities.  Nothing contained in this web site shall be implied or construed as creating a planner client relationship by virtue of your access to this site and you should not rely on any information contained herein to plan your estate or invest any of your assets. Notwithstanding the aforestated and pursuant to the CFP Board Code of Ethics & Professional Responsibility, you will only become a client by mutual agreement and only after you have executed a client agreement and retained our services.  AI Financial, Inc., is a Registered Investment Adviser in California and Colorado. 

©2004 AI Financial, Inc. All rights reserved