At AIG Financial Advisors – La Mesa, we are committed to putting our clients first. Put our 45 years of combined financial planning and investment experience to work for you.

  
Our reputation is one of integrity, honesty, exceeding client expectations and in-depth market knowledge. We develop long-term relationships with our clients to ensure that their financial planning needs are met through a consistent, rigorous and disciplined investment process. We are independent financial advisors and this provides us with the freedom to select the best investments and services that address our client’s needs. Our alliance is to our clients - exclusively.
 
We specialize in forward-looking, dynamic and diversified portfolios matched to current market conditions and client risk tolerances and needs as they relate to the various stages of life.
 
We believe that financial advice should be transparent. We work diligently to ensure out clients understand their financial plan, investments and the fees charged.
 
We pledge to always provide:
 
  • Exceptional service; we always provide the service we would want for ourselves
  • Full fee disclosure; there will never be any hidden fees.
  • Fiduciary responsibility; We are legally bound to always put our clients interests first.
  • The highest standards of ethics and integrity in all of our interactions.
  • An open door policy; Our doors will always be open to our clients and we will always be personally available by phone.
  • Well-thought-out, reasoned and accurate financial advice
 
 
 
 
Integrity  ♦  Honesty  ♦  Ethics  ♦  Discipline  ♦  Objectivity  ♦  Respect

       

 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Election Year Antics

As we enter a campaign cycle that is already unlike others we’ve seen, we can expect to see out-of-the-ordinary behavior by everyone from policymakers to Wall Street traders.

What Does the Dollar Do for You?

Which is preferable, a strong dollar or a weak one?

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

Living Comes with Guarantees

Several types of living benefit guarantees are available that can provide valuable protection for variable annuity owners.

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