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We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP! (951) 393-0030

Email: msbilles@hotmail.com

Mark Billes: Your Licensed Financial Advisor and Fiduciary

Safe and Secure Retirement and Insurance Services

At Safe and Secure Retirement and Insurance Services in the Inland Empire, we do take a different approach than other financial firms. We believe, that you know best what your retirement should look like, and we believe in getting to know you! The fiduciary standard is defined as giving recommendations that are in the client's best interest. Plus, the fiduciary standard of care requires that a financial advisor acts solely in the client's best interest when offering personalized financial advice.

In short: The Fiduciary Standard is the highest standard of responsibility to the client that exists in the Financial Services Industry!

Mark Billes is licensed as a Financial Advisor and has earned the designation and responsibility as an RICP (Retirement Income Certified Professional) through the American College of Financial Services. As a “Fiduciary” Mark is required to do not just what is suitable for you but what is in your very best interest.

Mark Billes believes in the education of his clients on how the planning process works, to create an overview of available financial products, where they fit in the overall portfolio, and makes those final product selections with you. We all know that products designed for producing income are not good at producing growth. Conversely, products good at producing growth are not good at producing income.

Our goal is to educate you as our client to find that individual selection of products, which are best at producing the results you seek, and help you customize a plan and portfolio geared to help you achieve your goals.

As an independent Financial Advisor in Riverside County and other serviced areas such as:

  • Corona
  • Inland Empire
  • Chino Hills
  • Norco
  • Orange County
  • Yorba Linda
  • Anaheim Hills
  • Huntington Beach
  • Pomona

Remember, Fiduciaries are required to do what is in their client's best interest, not what is in the advisors' or the companies best interest. As an independent financial expert, Mark has selling agreements with all the major insurance carriers and investment companies.

He is also required to disclose any conflict of interest that may arise between you and Safe and Secure Retirement and Insurance Services. Always giving unbiased information and doing what is right for you, we hope, all this helps you to make the right choice and contact us!

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.

(951) 393-0030

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