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? 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.
Cutting-edge strategies so you can be protected and prepared for the 21st century (post-pandemic) economy.
Check out our YouTube channel for more educational videos on Retirement, taxes and much more.
Building brighter financial futures and providing peace of mind with confidence for individuals and families.
"James asked me, "Where do you want to be five years from now?" I told him I would like to have the same amount of money today and then live those five years off of that money. And we pretty much accomplished that!"
- Donald T. | Mission Viejo, CA
“I found James at just the right time. I had lost almost 50% of my money in the market and, with my monthly expenses, was looking at the real possibility of running out of money in 6-8 years. James was able to put my money in a safe place to grow and created a monthly income for life so I’ll NEVER run out of money. Thank you!”
- Peggy S. - Silver Lake, CA
"James reviewed my life insurance policy and was able to get me almost TWICE the coverage, keep ALL my cash value, and I now pay NO MORE PREMIUM! All I had to do was schedule a time to have someone come to me to give me a free physical - amazing!"
- Jerry P., Mission Viejo, CA
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 Estate Planning service.Learn More
All Mark Insurance Services
Your Safe Money People
📍 23181 Verdugo Dr. Suite 100B
Laguna Hills, CA 92653
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