Based in Orange County, California, All Mark Insurance Services, Inc., works with people to ensure that they plan for a retirement plan that leaves them comfortable and financially secure. All Mark Insurance Services, Inc., coordinates tax advantaged funds that are designed to not outlive the principal. Risk adverse, these funds offer a way of managing assets for maximum utility during people’s lifetimes.

Leading the firm is James Johnson, a veteran of the US Marine Corps who created the innovative Safe Money Method and tested it in various market situations over the years. Rather than automatically seeking out maximum investment returns, he emphasizes the importance of reducing the vulnerabilities associated with overextended portfolios.

One of the core aspects of Mr. Johnson’s client-centered approach is reaching out to individuals through webinars and online conferences, as well as in-person workshops. He strives to educate his clients while actively assessing their personal retirement timelines and needs. With no additional fees involved, his firm provides periodic reviews that accurately define portfolio performance and help define the best investment strategies for a client moving forward.