All Mark Insurance Services, Inc.

Tony Marraccino _{on Google}

Mar 6th, 2024

It was a good 1 1/2-hour session. Jim slowed down enough and repeated several concepts until I understood his points. Most likely I'll have to follow up with a few phone calls as IU get into the details of each concept. Thanks, Tony

Pacifica Sailing Charters San Diego _{on Google}

Mar 1st, 2024

Outstanding Financial Information. James gives it to you straight. No pandering. Really enjoy his professional and sensible approach to planning your retirement right. Highly Recommended...

Rafael Schulz _{on Google}

Feb 14th, 2024

James is the best. I like the spirit of the meeting "no pressure". I have homework which is a very good idea, that will help me to understand the future plan and tools need it generate the income after retired.

cedric campbell _{on Google}

Feb 10th, 2024

James is the ninja of wealth management. You may think you know what you're talking about then he comes out of no where to show you how you can improve. Even if you're not listening 100%... you're listening and you question in your head if the door is locked before you go to bed. If you don't understand what I mean, you need to contact James.

Harry C _{on Google}

Feb 9th, 2024

My wife and I are approaching the retirement age. As part of our research on how-not-to-outlive-your-money, we came across "the safe money people", led by Jim. As you may notice, I am not being formal here, by saying "led by James Johnson". This is how comfortable we felt by the approach and the honesty we sensed when we started working with Jim. His knowledge in retirement matters is indisputably vast. The fact that he was part of Ed Slott's Team, for pretty much a decade, got my initial attention. Visiting the Website, checking out the materials and his Channel made Jim stand out to us. Here is the bottom line; we have been in contact with several advisors, but Jim was the only one who made us realize that it is possible for one to run out of money, but not run out of income !!. This is exactly what we were looking for.