BE CONFIDENT ABOUT YOUR RETIREMENT

PLANNING YOUR FUTURE

It's one of the most important things we can do, but it is also the most overlooked. Dan will help you to accomplish your future financial goals and stay with you every step of the way. Don't worry, and we've got you!

BUILDING YOUR WEALTH

DO YOU SPEND MORE TIME PLANNING A VACATION FOR YOUR FAMILY THAN YOU DO FOR YOUR RETIREMENT?

Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun, and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear, and confusion. Which, in the end, makes everyone want to avoid planning their future financial needs.

THE RIGHT PLAN

If you plan your retirement, right, it doesn't have to be scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that keeps you up all night in anticipation.

With Daniel Lamb and Apple Valley Medicare and Financial Services, we can help you plan a financial future that will get your family excited about your goals and retirement plan!

ABOUT US

Daniel Lamb is a United States Marine Corps Veteran and Co-Owner of the General Agency Apple Valley Medicare and Financial Services in Apple Valley, CA. We are a group of Financial Planners and Life Agents with various backgrounds of expertise. As a Licensed Life Insurance Agency serving the Hi-Desert communities of Victorville, Hesperia, Apple Valley, Phelan, Lucerne Valley, Big Bear, and Wrightwood, CA, we are here to help all of our clients and their unique needs related to their Retirement and Financial Investments.

NO FUTURE IS TOO BIG OR TOO SMALL FOR US!

Our goal is to simply help create a positive future for all of our clients.

We understand that planning for your Financial Future can be scary and uncertain, especially in today's economy. But rest assured that in our hands, we can help clients with all types of backgrounds work toward a successful and happy retirement. We can help you meet or exceed your financial hopes and dreams. At Daniel Lamb Financial and Insurance Services, we want to help make that dream become a reality for you and your family as well.

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WHAT REALLY MATTERS

MOST IMPORTANT DEFINE YOUR GOALS!!

John, "Retiring comfortably to me includes the ability to travel... A LOT!"

You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But having those goals in mind now can help you achieve the financial security you'll need when it's time.

WOULD YOU LIKE A WORRY-FREE FUTURE?

Mary, "I'm dedicated to being happy in my retirement."

Wouldn't we all like to be happy and worry-free? Working toward the future you want, without the worry of what tomorrow is going to hold for you financially, is our firm's goal. We are dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.

EXPERIENCE

DANIEL L. LAMB FINANCIAL AND INSURANCE SERVICES, a subsidiary of Apple Valley Medicare & Financial Services, has well over 40 years of combined Financial Services experience.

We are at the forefront of this quickly changing economy, and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, which is why our Counseling Services are always provided on a Pro Bono basis to our valued clients.