All Mark Insurance Services, Inc. | Blogspot: Lesson #3 - Roth Conversions (James Johnson, Financial Advisor)

All Mark Insurance Services, Inc., is a provider of coordinated services that provide guaranteed income streams to people seeking a safe and secure retirement. With funds designed not to outlive beneficiaries, All Mark Insurance Services, Inc., clients can rest assured that their assets are held in tax-advantaged, risk-averse vehicles intended to protect their wealth.

At the head of the Orange County firm is James Johnson, a US Marine Corps veteran who has developed the Safe Money Method as an optimally efficient income strategy. Emphasizing rigorous financial planning that considers all contingencies, he advises clients against seeking the highest possible returns. Such a high-risk approach often leaves people’s hard-earned savings vulnerable to market turbulence.

At the same time, Mr. Johnson educates clients in ways of moving beyond the usual strategy of choosing products à la carte and recommends guideposts toward coordinated allocations that support each other. He and his team provide consultations at no cost and with no obligation involved and maintain a high-touch approach throughout the financial life cycle.

All Mark Insurance Services, Inc. | Blogspot

Monday, February 11, 2019

Lesson #3 - Roth Conversions (James Johnson, Financial Advisor)

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