MARSHALL LIFE AND FINANCIAL SOLUTIONS, INC.
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    • Who We Are
    • Meet the Team
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  • 877.960.1353
  • Home
  • About
    • Who We Are
    • Meet the Team
  • Medicare
  • Services
  • Resources
  • Blog
  • Contact
  • 877.960.1353

We offer an array of insurance services.

​We can help with all of your insurance and retirement planning needs.


​We are here to help. We specialize in helping teachers, retirees, small-business owners, and people who are Medicare eligible - we can help almost anyone. With many years of combined experience and industry knowledge, we’ve seen it all.  We understand each client is unique and faces different challenges which is why we customize a plan just for you. 
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Our products help protect your family, your retirement income, or your business, and when developing your customized plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.

We can help you execute a reliable plan utilizing any of the following products and services:

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Wealth Management
  • Estate Planning
  • Legacy Planning
  • Social Security​Maximization
Business
​Solutions
​​
  • Succession Planning
  • Key Person
  • Buy-Sell Agreement
  • Executive Bonus Plans
  • Group Benefits
  • HR Solutions
Financial
Planning
  • 401(k) AND 403(b)
    • Rollovers
    • ​​Planning
  • Retirement Income Planning
  • IRA/Roth/SEP IRA 
  • On Staff CPA
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Insurance​
  • Health Insurance
  • Life Insurance
  • Long-Term Care 
  • Medicare Plans
  • Disability Insurance

Don’t see what you’re looking for? We can still help.
Call us today at (877) 960-1353.

Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement

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Marshall Life and Financial Solutions, Inc.

1040 Nevada Street, Suite 307
Redlands, CA 92374

Ph. (877) 960-1353
Fx. (909) 363-9124
Em. [email protected]
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