A passion for empowerment.
James Johnson, CLTC, is the President and Owner of All Mark Insurance Services and has been a business owner, a mentor, and an entrepreneur for over 40 years. His core belief is only when we are learning, are we growing. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. When James is away from his office, you can usually find him enjoying activities such as playing Pickleball, surfing, skiing, and fishing. He works hard and plays hard, finding that balance in life. James is a passionate patriot who loves his country! He is thankful for all of the people who have helped him throughout his life, both personally and professionally.
His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but holistically,” James states, “is a very powerful thing.”
James has aligned himself with a multitude of clients and businesses who are willing to learn and take control of their future. James’ areas of expertise include retirement & estate planning and reducing the amount of taxes paid to the government. One of the strategies James teaches centers around how to best protect and grow money in the most tax advantageous, risk-free manner so his clients can enjoy the upside gains of the market without ever suffering the downside losses.
Insight, education, and calculated action
James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a member of Million Dollar Round Table (MDRT) Top of the Table, a proud Rotarian, member of NAIFA, and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years. With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.
Your best interest in mind
As a father of two, James implements the very strategies he teaches his clients; generating streams of income you can’t outlive, guarantees through retirement, and tax-advantaged money transfers to your children and heirs.
Services
Protect. Grow. Retire With Confidence.
Proven wealth-building strategies designed to help you minimize taxes, maximize retirement income, protect your money, and create a plan built around safety and predictability.
James Johnson
President, Wealth Advisor, CLTC
All Mark Insurance Services
Laguna Hills, CA 92653
The Game of Retirement Is Won by Protection.
What is your plan to make sure you can retire in the lifestyle you have become accustomed to, adjust for inflation, and not run out of income during your lifetime?
We help individuals and families look at retirement differently by focusing on income, safety, tax efficiency, legacy planning, and long-term confidence.
If everything you believed to be true about money turned out not to be true, when would you want to know?
Education First. Strategy Second.
Our approach starts with helping you understand your options clearly. We believe better decisions come from better education, not pressure or confusion.
Through different educational courses, videos, workshops, webinars, and personal strategy sessions, we help you make more informed decisions about your retirement future.
We are all about education, safety, predictability, and helping you build a retirement plan you can understand.
Strategies to Protect and Grow Your Money
A comprehensive approach to retirement income, tax planning, legacy planning, insurance strategies, and safe-money protection.
Qualified Money Strategies
- Traditional and Roth IRA
- Roth conversions
- IRA rollovers
- 401(k), 403(b), 401(a), and 457 plans
- Roth 401(k)
- Defined benefit plans
- Deferred compensation
- Simple IRA and SEP IRA
Retirement Income Planning
- Tax-free retirement income planning
- Social Security timing strategies
- Income protection planning
- Inflation-conscious retirement planning
- Advanced planning strategies
- Mortgage planning
Insurance & Protection
- Annuities
- Life insurance
- Long-term care planning, CLTC
- Existing life insurance policy review
- Safe-money protection strategies
- Risk management planning
Estate & Legacy Planning
- Estate planning coordination
- Legacy planning strategies
- Trust and foundation planning
- Beneficiary planning
- Tax-advantaged wealth transfer
Education & Resources
- Different educational courses
- Retirement-focused webinars
- Educational workshops
- YouTube education
- Retirement planning resources
Client Support
- In-person appointments
- Phone appointments
- Web conferences
- Email support
- Annual reviews for existing clients
- No-cost, no-obligation consultations
Get Started Planning Your Future Today
Schedule a no-cost, no-obligation consultation to review your retirement income, tax exposure, protection strategy, and overall financial plan.
All Mark Insurance Services
Your Safe Money People
(800) 538-8001
📍 23181 Verdugo Dr. Suite 100B
Laguna Hills, CA 92653
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