Safe & Secure Retirement was founded by Mark Billes, RICP, in 2005. As a firm operated by a financial advisor, Fiduciary and Retirement Income Certified Professional (RICP), our firm is ready to help you create the retirement plans that fit your lifestyle.
Retirement is a marathon, not a sprint. It takes a lot of planning and execution to create the type of retirement you envision. Our RICP works through your investment, annuities, and long-term care insurance options with you, giving you a diverse range of tools to use in securing your retirement income. Mark also offers complimentary Social Security income and tax planning. Through our services, we help you build an income that won’t run out during your retirement.
To schedule a time to discuss your financial future and the role of investments in your financial strategy, email us at or better yet, call us at (951) 393- 0030 today!
Mark Billes
RICP, Fiduciary and Insurance Agent
Mark Billes, RICP, Fiduciary and insurance agent. He is the President and founder of Safe and Secure Retirement and Insurance Services. Mark got into the financial services industry in 2002 after working in the music business for 20 years. Upon deciding to leave the music industry he began planning his own retirement. As he delved into planning, he was fascinated by the process and all its complexity. Mark realized his training and skills that he developed and as Tour Accountant and Tour Manager for international recording artists were complimentary to the skills needed in Retirement and Income Planning. Mark then decided that helping others clarify and simplify their own retirement planning would become his “Act II.”
Mark is fulfilling his dream and helping those in or near retirement figure out how they can achieve their own goals. Mark has a B.B.A. from Western Michigan University. He also holds California insurance license No. 0D73605, has a California real estate license and has a Series 65. These allow him to focus on strategies that help his clients preserve and protect their nest eggs, while striving to grow them while balancing risk and volatility.
Mark aims to help his clients understand the planning process in order to help increase their confidence and sense of empowerment in knowing their money is working efficiently, without unnecessary risk, and putting them in the best positions for success. He has been featured in multiple media outlets, including 1200 AM Money Radio.