Safe and Secure Retirement and Insurance Services

Often, individuals require assistance when facing retirement, whether it is on the horizon or farther down the road. This life-changing shift comes with its own set of challenges and that can lead to stress and uncertainty concerning financial preparedness, the optimal timing for retirement, and the unfolding roadmap of retired life.

In business for almost 20 years, Safe and Secure Retirement and Insurance Services is a reliable insurance destination for those nearing retirement or already in retirement. Specializing in legacy preservation and protection strategies, the firm provides a range of services that include long-term care, annuities and life insurance tailored to the needs of pre-retirees and retirees.

A compassionate and professional approach makes Safe and Secure Retirement and Insurance Services more than just a licensed insurance agency; it becomes your partner in navigating some of the most challenging aspects of retired life. The firm’s primary focus is to safeguard and help maintain existing wealth of clients, through the purchase of insurance products, working to create financial stability throughout their lifetime.

"We’re dedicated to assisting individuals in maximizing their retirement journey, encouraging them to wholeheartedly embrace and enjoy the experience," says Mark Billes, President and Insurance Agent at Safe and Secure Retirement and Insurance Services.

Recognizing that retirement can be overwhelming, Safe and Secure Retirement and Insurance Services rafts personalized retirement scenarios and explores the needs that arise at various stages. The objective is to demonstrate the far-reaching consequences of different choices and reassure clients while making decisions suited to their circumstances.

Retirement planning should remain flexible to accommodate the demands of ever-changing circumstances. Among these, health concerns occupy a significant space. Acknowledging these potential changes, the firm hosts regular meetings with clients to discuss the current happenings of their retired life while accounting for the financial and emotional aspects.

The firm’s cornerstone is its commitment to building and maintaining enduring relationships with clients and their families. This familial approach fosters a profound understanding of clients' desires, aspirations, and concerns, enabling it to craft tailored retirement and insurance strategies. This helps safeguard individuals facing exigencies on the brink of retirement and ensure a financially secure future for them and their surviving spouses and families.

In addition to insurance strategies, Safe and Secure Retirement offers knowledge in social security and estate planning. The firm connects clients with recommended professionals in these fields, helping ensure all retirement planning aspects are covered in one place.

To provide even more retirement planning options to his clients, Billes also offers investment opportunities as an Investment Advisor Representative through Retirement Investment Advisors, Inc., an Investment Advisor in the state of California.

Taking into account the personal interests of clients, Safe and Secure Retirement encourages clients to embrace their hobbies, whether it's travel, cultivating a garden, perfecting their golf swing, or simply cherishing family moments. To help clients realize the potential of their retirement years, the firm’s team collaboratively devises travel budgets and evaluates leisure expenses, crafting a personalized retirement roadmap that leads to enriching and purposeful experiences. This empowers clients to pursue their interests without financial worries.

The strategies offered by Safe and Secure Retirement and Insurance Services help to ensure a journey through life's transformative stages filled with confidence and enthusiasm. Guiding individuals, the firm helps build client self-confidence, enabling them to embrace their transition to retirement with assurance and joy.

Mark Billes offers investment advisory services through Retirement Investment Advisors, Inc. (Corona CA 951-393-0030), a State Registered Investment Advisor. Retirement Investment Advisors, Inc. and its advisors do not render tax, legal or accounting advice. Insurance products and services are offered through Mark Billes, independent agent. Safe and Secure Retirement and Insurance Services and Mark Billes and Retirement Investment Advisors, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency.