AnnuitiesFinal Expense InsuranceIndexed Universal Life InsuranceWhole Life Insurance
About Alice & Jeryl Ross — Palmdale, California
Alice and Jeryl Ross are seasoned insurance producers with R&R Assets Management Inc. in Palmdale, California, bringing more than 23 years of experience helping individuals and families protect their financial future and prepare for retirement with confidence.
A Values-Based Approach to Financial Planning
Married for 51 years, Alice and Jeryl Ross take a values-based, relationship-driven approach to insurance and retirement planning. Alice Ross is a Licensed Clinical Social Worker, a background that uniquely positions her to understand family dynamics, listen with intention, and guide clients through important financial decisions with empathy and clarity. Her experience helps families throughout Palmdale and the greater Antelope Valley feel supported as they navigate retirement planning, life insurance protection, and long-term financial security.
Community Leadership in California
Jeryl Ross is the founder and pastor of Word Life Outreach Ministries, where he has faithfully served f...
Service Areas
Contact for service area information
Media
No media available
Upcoming Events
No upcoming events
Profile Updates
No recent updates
Frequently Asked Questions About Financial Advisors in Palmdale, California
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.