Marshall Life

Marshall Life is a financial planning and insurance practice in Redlands, with Victoria Marshall named in client reviews as the owner. Its work ranges from retirement income and estate planning to Medicare choices, Roth conversions and insurance planning. Retirement planning for teachers is a specific focus, and the firm says its help extends past investing to major purchase decisions and changes like a raise.

Clients usually start with a consultation, either virtually or at the office, followed by an in-depth review of their financial history and goals. Advisors then build a financial plan and check in through the year to adjust for personal and economic changes. The firm has more than 30 years of experience working with families, business owners and retirees.