Insurance Protection; Disability; Final Expense; Mortgage Protection; Living Benefits
College Funding; Transferable Cash Flow; Education Planning; Permanent Life Insurance
Reducing Taxable Income; Legacy Planning; Living Will; Personal Trust; Lifetime Income; Estate Planning; Social Security Maximization
Dependent Nest Egg; Legacy Transfer; Living Benefits; Guaranteed Lifetime Income; Lump Sum Rollover; Long-Term Care
Lifetime Income; Tax-Deferred; Tax-Free; Non-Qualified; Social Security Maximization; Paycheck Analysis
Principal Protection; Employee IRA Plans; Pension Maximization; Business Essentials; Key-Person
David Mersereau is focused on meeting the financial and retirement needs of others through implementing financial strategies, coordinating estate planning, securing college funding and guaranteeing your insurance needs are met.
Click here to contact David and setup a consultation.
1700 Chester Ave, Bakersfield CA 93301