Secure Your Future: Retirement Planners for the Inland Empire
Are you planning for retirement? Are you retired and want to improve your current plan? Run by an expert retirement planner and his staff, Safe & Secure Retirement serves clients across the Inland Empire and throughout Orange County. As a Retirement Income Certified Professional (RICP), Mark Billes helps you build, improve, and secure your retirement plan.
Our team at Safe & Secure Retirement knows that no two cases of retirement are the same, so we offer you a customized service. If you want to improve your wealth accumulation, manage your retirement income more effectively, or learn more about the advantages of an investment rollover, then schedule a consultation with us. We will provide tailored guidance to show you strategies on how to not run out of money in your golden years. We also provide complimentary ongoing Social Security tax and income planning for our established clients, further protecting your income.
In every service we provide, helping you meet your financial needs is our first priority. Since 2005, our fiduciary advisor has provided suitable recommendations for reasonable rates of return with minimal risk. Our independent financial advisor offers advisement with complete transparency and full integrity.
A More Stable Tomorrow: Annuities for Orange County Retirees
Protecting your future goes beyond improving your retirement income. You need to know that unexpected events will not cost you your savings. Safe & Secure Retirement also provides annuities and long-term care insurance to give you even more ways to prepare for the rest of your life.
Don’t try to do this on your own. Contact an independent financial professional to determine a retirement strategy appropriate for your financial situation. Mark Billes at Safe & Secure Retirement is available to help you achieve your short-term goals and start working towards your long-term objectives. Contact our firm today for help with all your retirement needs.
The Safe & Secure Retirement Difference:
We are Retirement Income Certified Professionals
We offer complimentary consultations for Social Security, tax and incoming planning
We treat every client like they are family
We create custom plans to fit your specific goals and objectives
We have a Fiduciary responsibility to every client
A Word From Our PresidentA Word From Our President
A Word From Our President
“If I treat people how I want to be treated — with honesty, integrity and respect — they will get what they are looking for with regard to helping protect and grow their nest eggs. When they get what they want, I get what I want: not just clients, but friends for life.”Get in touch with us
Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Any distributions from an annuity may be subject to income tax and, if taken prior to age 59 ½, an additional 10% federal tax. Early withdrawals from an annuity may result in loss of principal and credited interest due to surrender charges. Fixed indexed annuities are designed to meet long-term needs for retirement income, and they provide guarantees against the loss of principal and credited interest, and may offer the reassurance of a death benefit for beneficiaries.
Advisory services are offered through Retirement Investment Advisors, a Registered InvestmentAdvisor in the State of California, Retirement Investment Advisors, a SEC Registered InvestmentAdvisor. Retirement Investment Advisors and Safe and Secure Retirement Insurance Services are notaffiliated with or endorsed by the Social Security Administration or any other government agency.Insurance products and services are offered through Safe and Secure Retirement Insurance Servicesan affiliated company.