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

An ILIT Might Fit

If you are concerned about estate taxes, an ILIT might be the way to go.

Population Boomer

The nearly 80 million boomers, who have reinvented so many aspects of American life, appear poised to leave their unique mark on retirement and possibly transform the economy in the process.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

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