We are proud to offer discounts to certain professionals, clients of select partners and to certain organizations.
If you think you’re eligible, please let us know during your initial consultation.
Active or former Military
Active or former Firefighter
Active or former Paramedic / EMT
Active or former Law Enforcement
Active or former Nurse or Medical staff
Family member of Current Client
Current client of Kelly Financial Group
Active or former Teachers
Seniors (65 and older)
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What Our Clients Say
Steve and I enjoyed your professionalism, service, and care in making us feel like we were your VIP clients. We would love to recommend Herbert […]
~ Stephen & Margaret P., Mojave
Great experience. Marc explained everything and gave us all the time we needed to review the documents.
~ Kris and Sharron W., Tehachapi
Pleasant and good information. We felt comfortable through the difficult decisions and never felt pressured.
~ Floyd and Agee R., Ridgecrest
Marc and his staff put my mom’s trust on their top priority because she was hospitalized.
~ Louiese H., Palmdale
Very professional and approachable.
~ James and Cecelia M., Palmdale
Friendly and professional.
~ Tomas and Mary C., Lancaster
Very friendly and easy to work with.
~ Michael and Carole S., Acton
Very helpful, easy to understand. Felt very comfortable.
~ Judy W., Lancaster
(Marc) was very helpful and professional … patient answering all of our questions with cogent explanations.
~ Terry and Nancy L., Palmdale
Very pleasant and staff extremely helpful … open and honest.
~ Steve F., Quartz Hill
Excellent. Pleasant and well-informed …you educated us.
~ Raymond and Lori G., Santa Clarita
Explained everything well. Always available when our schedule changed. Easy to work with.
~ Mark and Suzanne F., Lancaster
Excellent. Easy process.
~ Michael and Susan R., Quartz Hill
Very efficient … (we appreciate) your attention to detail, ability to explain documents in “plain” English, good response time.
~ Thomas and Bonnie G., Tehachapi
We just kept putting it off. Thank you for your patience … (and) one-on-one personal contact.
~ Rex and Denise H., Acton
Very pleasant, patient and accommodating. Great listener … (the) Antelope Valley community should be proud of having such a caring and wonderful person like you, […]
~ Hovsep M. and Anna A., Palmdale
Excellent. Very professional, great attention to detail, seemed to really care … (and) answered all questions.
~ Daniel and Linda L., Ridgecrest
Personable, knowledgeable, explains well. Very happy with the courtesy and expertise in handling our Trust.
~ Anthony and Susan C., Lancaster
It was an easy experience for a hard thing to do. (Marc is) very easy to speak with and made everything easier to understand. We […]
~ Bruce and Christina Z., Tehachapi
(You) were always following up to make sure we had all we needed. Great service … provided a lot of information.
~ Carlos and Claudia O., Palmdale
Excellent. Very informative …friendly … (and) explained things clearly.
~ Robert and Joan W., Lancaster
Marc was great at understanding our needs and he and his staff are so responsive in providing what we need, how we need it … […]
~ James and Linda J., Palmdale
(We appreciate your) thoughtfulness, friendliness and fairness to walk us through the process and helping set up a Special Needs Trust
~ Dale and Meryl Z., Tehachapi
Friendly and welcoming atmosphere. We enjoyed working with Marc. He took time to explain and answer all and any questions … (You) did not rush […]
~ Keith and Susan I., Acton
Marc took his time explaining everything thoroughly to us and answered the many questions we asked. We have busy conflicting schedules, so at times we […]
~ Sharron K. and Bonnie M., Palmdale
Very professional staff … (Marc’s) first hand knowledge of the law (was very important)
~ Janet B., Lancaster
Excellent learning experience … (we appreciate your) expertise in the field.
~ Danny and Diane T., Ridgecrest
(My experience) was quite relaxing and worry-free … (Marc is) honest and answered any and all questions that I had leaving me with good feeling […]
~ James G., Lancaster
Excellent. Very professional and on the other hand very open, which made covering sensitive subjects a lot easier. (Marc is) easy to talk to.
~ Wilfred and Julia L., Palmdale
(Marc) was very patient with (me) … (and) anyone with assets and heirs (would benefit from his services).
~ Marcy W., Leona Valley
It is not fun to plan for one’s death, but you helped us be comfortable. You were very considerate to our needs, especially when it […]
~ John and Diane H., Palmdale
You and your staff were professional, helpful and patient … We took a long time getting everything together and you helped us and were patient […]
~ Jerry and Gloria V., Palmdale
Excellent. Very knowledgeable and helpful 🙂 … Your office was very helpful and persistent in keeping in contact with us during a very chaotic year. […]
~ Christopher and Naomi E., Temecula
We were in good hands with Marc’s expertise through every step. He was thorough. We didn’t feel rushed. We know that you are working for […]
~ Randy and Rebecca T., Lancaster
It was a well-paced comfortable experience
~ Richard and Clara H., Quartz Hill
Excellent. Professional and caring … (I liked) being able to contact you to answer my questions.
~ Dwight and Paula C., Palmdale
It was a pleasant and easy experience working with Marc …. Everyone who believes they and their family will “be alright” without a will and/or […]
~ Don and Michelle W., Lancaster
Marc is friendly and easy to talk to, very helpful. Marc explained everything clearly (and) patiently answered questions.
~ Evelyn G., Lancaster
Everyone is so patient with us and our situation. You’re easy to talk to and share personal stories that help (us) think through (our) own […]
~ Michael and Sharon W., Tehachapi
Excellent. Easy, efficient and thorough. (Marc) understood our goals, (his) explanations were easily understood (and he) always returned our calls. Thank you for your help.