It's one of the most important things we can do, but is also the most overlooked. As a Dave Ramsey SmartVestor Pro Advisor Dan will help you to accomplish your future financial goals, and stay with you every step of the way. Don't worry we've got you!
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.
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.
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 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.
As a Dave Ramsey SmartVestor Pro Agency 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 we want to help make that dream become a reality for you and your family as well.
John, "Retireing 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 fonancial security you'll need when it's time.
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 firms goal. We are dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.
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.
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21735 US HIGHWAY 18, APPLE VALLEY, CA 92307, US
Monday - Friday: 9am - 7pm
Saturday: By Appointment Only
CA Dept of Insurance Licence # 0C86169
Investment advisory services are offered through First Advisors National, LLC ("FAN Advisors"). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Fan Advisors written disclosure document (FIRM BROCHURE) is available upon request; please review it for details regarding our advisory service recommendations and associated fees. Your investment advisor representative is registered with FAN Advisors to recommend only the specific advisory services available through FAN Advisors.
**PLEASE NOTE: The information being provided is strictly as a courtesy. When you access these external links you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no represntation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
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