For Your Business


There are a number of highly efficient tools available to supercharge your retirement income strategies and ensure business continuity and protection.

What will happen to your business if you, a business partner, or a key-person is unable to work, becomes disabled, dies, or retires?

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.

Come Visit Us in the Historic Downtown Haberfelde Building


1700 Chester Ave, Bakersfield CA 93301