Proven Wealth Building Strategies to Protect and Grow Your Money Risk-Free
What's your plan to minimize taxes, maximize retirement and NEVER run out of income in your lifetime? We are all about education, safety and predictability.
The game of retirement is won by protection.
If everything you believed to be true about money turned out not to be true, when would you want to know? Learn the strategies to protect and grow your money in the most tax-advantageous, risk-free manner. We look at your retirement differently. We are your safe money people.
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Cutting-edge strategies so you can be protected and prepared for the 21st century (post-pandemic) economy.
YouTube Channel 10k Subscribers
Check out our YouTube channel for more educational videos on Retirement, taxes and much more.
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Building brighter financial futures and providing peace of mind with confidence for individuals and families.
Watch Our FOX News TV Interview 🎥
James Johnson recently had the pleasure of being interviewed on FOX 47 News Channel with host Deb Hart from the Morning Blend to talk about retirement planning! Check it out here.
Check out our 4.9 ⭐⭐⭐⭐⭐ and 50+ reviews on Google and see what others have to say about James!
Nilesh P
"I highly recommend James' Wealth & Retirement Strategic services for anyone looking for comprehensive and personalized financial planning. He helped me create a tailor-made plan that prioritizes my goals and needs, and provided me with expert guidance and support throughout the process. He also helped me with tax strategies, estate planning, and insurance needs. He is very professional, knowledgeable, honest and friendly. He never tried to sell me anything not needed. I am very satisfied with his guidance and the results I achieved. Thank you, James!"
Misty L
"I am so thrilled I came across Jim! He is smart and delivered a custom strategy for my needs based on data driven approach, which never lies. I walked away with more insight than I had before and HIGHLY recommend him!"
Lance M
"Had a free zoom meeting with James from All Mark Insurance Services and he gave me some great insight with finances and my future. Not many people out there these days that will have a conversation with you and not try to pitch or sell something to you. Wonderful conversation and great resources were given all the while looking out for my best interest. Thanks James!"
James B
"My wife and I had an awesome meeting with James. He has a wealth of knowledge regarding retirement planning and was super helpful in working with us on understanding our retirement scenarios. James is a very passionate about enabling individuals to maximize their investments and de-risk the future where possible. If you are someone that is looking to better understand your future retirement options, I would highly recommend working with James and Al Mark Insurance!"
Cedric C
"James is the ninja of wealth management. You may think you know what you're talking about then he comes out of no where to show you how you can improve. Even if you're not listening 100%... you're listening and you question in your head if the door is locked before you go to bed. If you don't understand what I mean, you need to contact James."
Do you have your Trust?
"Only 23% of American's over age 50 have a trust." To add to this - a big majority of people with a Trust don't have it funded properly! Do you have this important document to complete your Estate Plan. Would you bet your life on it? We have the solution to give you peace of mind with our new online Trust.
Check it out! It's easier than ever before.
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Get Started Planning YOUR Future Today!
All Mark Insurance Services
Your Safe Money People
(800) 538-8001
📍 23181 Verdugo Dr. Suite 100B
Laguna Hills, CA 92653
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