David Mersereau – We are changing lives by designing creative financial strategies that are redefining your retirement.

Providing Retirement Strategies | Reducing Risk | Growing your Retirement Income

Providing the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health.

6 SIMPLE TIPS TO LIVE WITHIN YOUR BUDGET

It’s a new year and that means a new start to grow your financial independence.

Our core features

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Protection

You buy life insurance because it’s the best way to protect your loved ones. It’s kind of a financial strategy. It’s sort of an emotional decision. It’s absolutely all about love and caring and the future.

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Planning

Implement personalized strategies that will provide the financial stability that allows you to do more than just retire, it allows you to repurpose your life into something greater.

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Preparedness

Take back control of your finances and achieve the financial freedom that allows peace of mind in times of uncertainty and the financial independence to retire at the age you desire

We are changing lives by developing creative financial strategies that are redefining what retirement means for you, your family, and your loved ones so that you can do more than just retire - you can repurpose your life for something greater. In addition, we implement investment strategies, coordinate estate planning, secure college funding and guarantee your insurance needs are met. We provide living benefits and guaranteed income for life to ensure your dreams, needs and goals are met.

Take a look at our Tools

For Your Protection

Insurance Protection; Disability; Final Expense; Mortgage Protection; Living Benefits

For Their Education

College Funding; Transferable Cash Flow; Education Planning; Permanent Life Insurance

For Your Legacy

Reducing Taxable Income; Legacy Planning; Living Will; Personal Trust; Lifetime Income; Estate Planning; Social Security Maximization

For Their Future

Dependent Nest Egg; Legacy Transfer; Living Benefits; Guaranteed Lifetime Income; Lump Sum Rollover; Long-Term Care

For Your Retirement

Lifetime Income; Tax-Deferred; Tax-Free; Non-Qualified; Social Security Maximization; Paycheck Analysis

For Your Business

Principal Protection; Employee IRA Plans; Pension Maximization; Business Essentials; Key-Person

What others are saying

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Tailor Made to Fit Your Budget

“We were given creative retirement income strategies that were tailor made to fit our budget and risk tolerance.”

– Lauren

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Personalized Approach

“We had a peace of mind knowing that we were partnering with a trustworthy advisor who was genuinely invested in our success.”
– William

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Creative Strategy Design

“David listened to what we wanted and needed and met us right where we were at. We were able to help create our own game plan.”
– Tom

A brighter future begins with a partnership.
We help you grow and protect what you have saved

We design flexible retirement income strategies that provide guaranteed income for clients and their loved ones regardless of market performance.