Lifetime Income; Tax-Deferred; Tax-Free; Non-Qualified; Social Security Maximization; Paycheck Analysis
Insurance Protection; Disability; Final Expense; Mortgage Protection; Living Benefits
Reducing Taxable Income; Legacy Planning; Living Will; Personal Trust; Lifetime Income; Estate Planning; Social Security Maximization
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