Services

Your Safe Money People

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.

Schedule a Consultation Explore Educational Courses

James Johnson

President, Wealth Advisor, CLTC
All Mark Insurance Services

Phone: (800) 538-8001

Cell: (949) 632-9483

Email: jj@yoursafemoneypeople.com

Office: 23181 Verdugo Dr. Suite 100-B
Laguna Hills, CA 92653

CA Insurance Lic #0E18199

Risk-Free Protection Strategies

Tax-Free Retirement Focus

25,000+ YouTube Subscribers

4.9★ Google Review Rating

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.

Products & Services

Strategies to Protect and Grow Your Money

A comprehensive approach to retirement income, tax planning, legacy planning, insurance strategies, and safe-money protection.

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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

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Retirement Income Planning

Tax-free retirement income planning
Social Security timing strategies
Income protection planning
Inflation-conscious retirement planning
Advanced planning strategies
Mortgage planning

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Insurance & Protection

Annuities
Life insurance
Long-term care planning, CLTC
Existing life insurance policy review
Safe-money protection strategies
Risk management planning

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Estate & Legacy Planning

Estate planning coordination
Legacy planning strategies
Trust and foundation planning
Beneficiary planning
Tax-advantaged wealth transfer

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Education & Resources

Different educational courses
Retirement-focused webinars
Educational workshops
YouTube education
Retirement planning resources

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Client Support

In-person appointments
Phone appointments
Web conferences
Email support
Annual reviews for existing clients
No-cost, no-obligation consultations

Minimize Taxes Identify strategies that may help reduce unnecessary taxation in retirement and improve long-term income efficiency.

Protect Income Build a plan designed to help protect your retirement income from market risk, longevity risk, and unexpected events.

Create Confidence Gain clarity around your money, your income, your legacy, and the future you are working to protect.

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.

Schedule an Appointment Call (800) 538-8001

All Mark Insurance Services