Tailor Made to Fit Your Budget

Just imagine an expertly crafted retirement plan that was tailor made in your best interest.

We design and manage creative strategies that meet your individual needs, dreams, and goals. In today’s dynamic world we provide expertise in a single relationship that allows us to deliver a comprehensive retirement income strategy

We always work in the best interest of our clients. Period!

The relationships we have built provide you in-house access to expert knowledge in legal and actuarial matters, third-party administrators, industry consultants, investment analysts and fiduciary advisors.


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