We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.

Since 2005, Safe and Secure Retirement and Insurance Services has been working with friends and neighbors throughout the greater Orange County and Inland Empire area to help meet their financial goals through the use of insurance and investment products.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

A 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.”
- Mark Billes, President

Learn more about Mark

With Safe and Secure Retirement and Insurance Services, helping you meet your financial needs is our first priority.

It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
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CONSULTATION


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Privacy Policy | Terms of Use

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Insurance and annuity products are sold separately through Safe and Secure Retirement and Insurance Services.

Safe and Secure Retirement and Insurance is operating under Agency CA License #0F04191
Mark Billes operates under CA License #0D73605

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The “helpful retirement kit” is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.

Past performance is no guarantee of future results. Investments are subject to risk, including market and interest rate fluctuations. Investors can and do lose money.