Achieve Your Financial Dreams
We are here to help. 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.
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’re one of the fastest-growing financial services companies, as seen in:






We Take Our Responsibility To Our Clients Personally

For Every Stage of Your Life

Your financial needs go beyond investing, so we do, too. Our expertise doesn’t stop at retirement and investment planning; we also guide you through major purchase decisions, what to do after you get a raise, and more. We’ll create a roadmap that reveals choices you didn’t know you had, manage it through life and market changes, and even help execute your plan.
Customized, Innovative Investing

We view Retirement Planning as a key tool in achieving financial success. Our professionals take a holistic, proven approach based on your priorities, age, financial goals, and risk tolerance.


Build Your Roadmap

We get to know you, listen to your concerns, identify where you are now and where you want to be. Together, we will build a financial roadmap that ensures you arrive at your destination successfully.
How We Work With You
Take a closer look at what it’s like to work with us.

Meet Your Professional
Meet virtually or visit our office for a one-on-one consultation with your Advisor. You’ll work together to establish a strong foundation, uncover opportunities, and identify financial concerns that matter most to you.

Build a Plan and Put it Into Action
With the help of your Advisor, you will complete an in-depth assessment of your financial history, review your main objectives, and create a sound financial plan. Your Advisor will work with you to execute your plan.

Nurture Your
Plan
A financial plan continuously evolves throughout one’s lifetime. We touch base with our clients throughout the year to review any personal, financial, or economic changes that may have an impact on your roadmap. Your Advisor is always available to you when questions arise.
We’re One Of The Fastest-Growing Financial Services Companies

5,000+ Clients
What Our Clients Are Saying
Grow Your Knowledge

Estimate Your Social Security Retirement Income
Estimate Your Social Security Retirement Income CalcXML Financial Calculators

Maximizing Your IRA Contributions Before the April 15 Deadline: A Guide by Marshall Life and Financial Services
As the April 15 deadline for IRA contributions for the 2024 tax year approaches, many individuals are seeking ways to optimize their retirement savings and

Unlock Financial Success: The Key Benefits of Tax Planning with Marshall Life & Financial Solutions
In the dynamic world of finance, tax planning stands as a cornerstone of smart financial management. At Marshall Life & Financial Solutions, we believe in
Frequently Asked Questions
● Start early so that your goals can be obtained.
● Determine what age you see yourself retiring.
● Do an income / Expense report.
● Figure out what your risk tolerance is on a scale of 1-10.
● Think about taxes now and in retirement.
● Do some Tax Free retirement income planning.
We believe that you should shoot for 80% of your post retirement income. By doing proper planning
in your early years it should not be difficult to obtain.
When it comes to your retirement income, you want to make sure it will be there when you retire, so
balance your assets to make sure you’re not taking too much risk because you will not have time to make
it up if there is a market correction. Review your taxes and what to expect in retirement along with
inflation.
1. Visualize what retirement may look like for you. What are you doing currently to prepare for
your retirement?
2. Analysis
3. Figure out what your sources of retirement income will be coming from (social security,
401K/Pension, IRA/ Roth Ira).
4. Most importantly TAXES, do some creative tax free planning to control taxes in the future
EXCELLENT Based on 10 reviews Natalie Kling2025-03-18Trustindex verifies that the original source of the review is Google. I wish I worked with Victoria years ago! She is calm, knowledgable, and assertive. While advocating for our best interest with various financial institutions, she consolidated accounts and created a compressive plan for my family's future. Ileana Candamil-Garcia2024-01-25Trustindex verifies that the original source of the review is Google. I have known Victoria almost 15 years. She has helped me prepare for my retirement and I’m almost there. She has also recommended other people through some difficulties that I have had. I recommend her very highly. She is very knowledgeable went it comes to retirement questions and life insurances. She is always there to help you. Peter Yurkosky2024-01-23Trustindex verifies that the original source of the review is Google. Victoria is very patient and professional, and she has been very easy to work with. She'll make sure you thoroughly understand the advice she's giving you, which I found very encouraging. We evaluated a few different financial professionals before settling on this office. This is a good one - highly capable and trustworthy! Ann Cyran2024-01-17Trustindex verifies that the original source of the review is Google. Victoria always takes care of me right at the moment I call her. I know nothing of money and finances but I don't need to, Victoria does it all for me. She has my best interests at heart. It takes alot to trust a stranger with your money but Victoria has turned into a friend. Rob P2024-01-16Trustindex verifies that the original source of the review is Google. Great and fast response. I can always expect my agent to invest my money wisely. azael montoya2024-01-16Trustindex verifies that the original source of the review is Google. I had an outstanding experience with Marshall Life and Financial Solutions. Their team exhibited exceptional professionalism and in-depth knowledge, guiding me through various financial options tailored to my needs. The personalized approach, coupled with transparent communication, instilled confidence in their services. I highly recommend Marshall Life and Financial Solutions for their expertise and commitment to customer satisfaction. PSF Redlands2024-01-16Trustindex verifies that the original source of the review is Google. Rating: ⭐⭐⭐⭐⭐ As a fellow insurance agency in the community, we proudly endorse the stellar services of Marshall Insurance. In the dynamic landscape of insurance, Marshall Insurance stands as a paragon of trustworthiness and reliability. Marshall Insurance consistently goes the extra mile to ensure their clients receive top-notch service. Their team's dedication to client satisfaction is evident in every interaction. From tailoring personalized policies to seamless claims processing, Marshall Insurance sets the gold standard for client-centric care. In the realm of insurance, reputation is paramount, and Marshall Insurance has earned the unwavering confidence of our community. Their commitment to transparency and ethical practices serves as an inspiration for others in the industry. We wholeheartedly recommend Marshall Insurance as a trusted ally in the world of insurance services. Their unwavering dedication to excellence makes them a valuable asset to our community. If you're in search of an insurance partner you can rely on, Marshall Insurance stands out as a beacon of trust and dependability. Gilbert Rodriguez2024-01-15Trustindex verifies that the original source of the review is Google. Satisfying experience. Victoria and Paige are very knowledgeable and down to earth. When we first went, we really didn't know what to expect. Turned out, that they are there to help others. They help with the IRA, life insurance and my savings accounts. Now, I can go about life with comfort and ease at mind. Thank you Victoria Marshall and Paige. Ruby Batin2024-01-15Trustindex verifies that the original source of the review is Google. Victoria is excellent in customer service! She is very professional and definitely demonstrates financial expertise that has given me a sense of security and trust. She is kind and personable that I have come to consider her my friend. I would highly recommend Victoria for all your financial and retirement needs. She is the absolute best! Sandi Snyder2024-01-15Trustindex verifies that the original source of the review is Google. I first engaged with Victoria, thinking all I needed to do prior to retiring was to select a medical plan. Much to my surprise her services cover things I hadn’t even considered. Working with her is a pleasure because she really is interested in your success. I highly recommend her to anyone wanting the pros and cons of important financial decisions and assistance getting there.Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
See For Yourself Why We Are One Of The Fastest-Growing Financial and Life Insurance Companies in Redlands Since 2003