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Welcome!

Before a mariner sets sail, he makes a plan. Before a pilot takes off from the airport, she has carefully thought and planned to make sure everyone arrives safely. The same is true of financial planning. Whatever the journey, we have more than 20 years' experience to help you with financial planning for your future.

We guide our clients with care as we plan and focus on your important objectives. We're experienced in providing help to clients as they prepare:

Retirement Income Planning
Business Tax Strategies
Retirement Plans
Education Savings Plans
Estate Planning
Succession Planning
Risk Transfer Strategies
Post-Settlement Income Strategies
Buy/Sell Agreements
Life Insurance

Our office is located at:

12421 Hesperia Road, Suite 8, Victorville, CA 92395. We're in the Carriage Square office complex on the South East Corner of Hesperia Road and Silica Road. Look for the offices of Key City Insurance, our name is on the window.