All Mark Insurance Services, Inc

All Mark Insurance Services, Inc., is a Southern California firm that works with retirees and those approaching retirement to design portfolios that employ the Safe Money Method. Designed to protect and preserve wealth through market ups and downs, the All Mark Insurance Services, Inc.'s investment approach is one that avoids the risks associated with volatile investment products.

Through an effective approach to financial planning, owner James Johnson assists clients with minimizing taxes and ensuring consistent income growth. With life savings representing years of hard-earned sweat equity, he helps his clients envision future needs and sets in place distributions that do not outlive the principal. Instead of simply picking products a la carte, he collaboratively develops plans that make sense and involve attainable goals.

Mr. Johnson offers a host of workshops and webinars designed to educate and inform. He also welcomes in-person and phone appointments. Otherwise operating on a no-fee basis, his firm occasionally works with outside professionals, such as trust attorneys, to resolve specific client issues.

All Mark Insurance Services, Inc. - Guaranteed Income Asset Pathways