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WHEN IT COMES TO RETIREMENT, WINNING IS EVERYTHING. FINISH STRONG.

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FINANCIAL PLANNING | RETIREMENT PLANNING | EDUCATION PLANNING | WEALTH MANAGEMENT

WEALTH PROTECTION PARTNERS INC. | 41690 IVY STREET, SUITE B, MURRIETA, CALIFORNIA 92562 | 877-745-0008

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Wealth Protections Partners, Inc. and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.  © Copyright 2019. Unauthorized duplication of the contents of this website are prohibited. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Bill Kearney and/or Wealth Preservation Advisors LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Enhance your life with smart financial decisions.

About Wealth Protection Partners

Wealth Protection Partners was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients....and our clients are winning.

 

Our Commitment to Our Clients

Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.

 

As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go.  Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.

 

Our Principles Set the Standard for Success

At Wealth Protection Partners, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future.  In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more.  If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

CONTACT US NOW

 www.wealthprotectionpartners.com | 877-745-0008

©COPYRIGHT 2016. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Yvette Papazian Spillman is the founder and CEO of Wealth Protection Partners, and serves as a Registered Investment Advisor, Advanced Tax-Reduction Strategist, and Professional Retirement Planner.  She has been dedicated to serving her clients since 1999.  Yvette holds multiple professional licenses and industry certifications.  She now proudly serves her clients in California, and has a broad reach to serve clients in all 50 states.

 

She comments, “In my 21 plus years of experience, I find that my business owners and individual clients both suffer from a common problem… being taxed to death.  It’s our responsibility as citizens to pay our taxes, yet we are taxed at every turn and sometimes, grossly overtaxed.  I found that in digging into this issue, there are strategic ways that the IRS allows, to significantly reduce taxation both to a business, and to an individual.  By building my practice around these unique and little known methods, I am able to truly make a difference in my clients’ personal and business lives.  Additionally, I enjoy to get to know them and be of assistance with other important planning steps necessary to have a successful retirement.”

 

 “My philosophy is that retirement can be likened to a puzzle, with many pieces needed to make a complete picture.  Taxation, Social Security, Medicare, 401k / IRA, guaranteed income streams, planning for expensive long-term care needs… these are just some of the important pieces that need to be addressed ahead of time.  Thanks to advances in medicine, we are living longer and stronger, but will your money last as long as you do?  It’s my job to help you make sure that it does!  I believe in putting money back in my clients’ pockets, then helping them preserve and grow that money.  In a nutshell, it should be about preservation and peace of mind.” By dedicating her time and efforts to her clients, Yvette has come to be known as a trusted advisor and family friend to her clientele.

 

Yvette settled in Temecula, CA, where she cares for her elderly mother after the recent passing of her beloved father.  A native New Yorker, Yvette enjoys traveling, and horseback riding.  In 1998 she founded a non-profit organization for dog and horse rescue, affectionately named Unconditional Love Foundation.  She continues down to today, working for the care and betterment of animals and people.

 

 

CONTACT YVETTE

Meet our founder , Yvette Papazian Spillman IAR.

 www.wealthprotectionpartners.com |  877-745-0008

©COPYRIGHT 2016. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Smart decisions for retirement, families and business.

Whether your investment needs include paying for college, protecting assets, saving for retirement, or making the most of your money, the investment world is a complex place.  Our mission is to help you navigate through this financial field by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape.  Together, we will develop a total and personalized financial management approach to your investment and retirement needs.

 www.wealthprotectionpartners.com | 877-745-0008

©COPYRIGHT 2016. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Wealth Protection Partners was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement.

All the right services designed for winning.

Retirement Planning

We start by analyzing your retirement goals and looking at every avenue that can provide you with a secure retirement income. Stocks, bonds, mutual funds, real estate, debt, tax implications, cash flow (income and expense) current life insurance and annuity policies, and defined-benefit plans (e.g. social security, traditional pensions) will all be analyzed on your behalf.

 

Estate Planning

We will assist you in developing a comprehensive plan to pass your assets on to future generations.  We work closely with Elder Law Attorneys to discuss wills, trusts, beneficiaries, powers of attorney and other documents in an effort to maximize the value of your estate while reducing taxes and other expenses.

 

Annuities

Should you consider investing in an annuity? If so what type? Fixed annuity, variable annuity, fixed indexed annuity?  One of the keys to annuities is to invest in the ones that work the best for you and your family.  We work with over 30 insurance carriers that provide many different types of annuities to help our clients reach their goals.

 

 

Life and Health Insurance

Insurance is a key component of financial planning. Our licensed life and health insurance agents will help you decide the right type and coverage for your insurance policies. There are many life insurance policies available today that  not only offer a death benefit when you pass but can be used to withdraw tax free income in retirement or pay for long term care.

 

Individual Retirement Accounts

IRAs are tax-deferred or tax-free ways of saving for retirement. You can choose from traditional IRAs, Roth IRAs, and 401k rollover options. Integrity has products from hundreds of providers to help you select the type of IRA that best fits your needs.

 

Saving and Cash On Hand

Emergencies and urgent circumstances may require access to additional funds. As part of our service, Integrity will analyze your individual, marital and family situation and advise you on the best cash management plan to maximize your investment dollars while maintaining sufficient cash on hand.

For a complete list of the services that we provide contact us today.

CONTACT US NOW

 www.wealthprotectionpartners.com | 877-745-0008

©COPYRIGHT 2016. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

Contact us here anytime or feel free to gives us a call. We look forward to

 getting to know you and help you excel into your financial future.

Contact us here today.

 www.wealthprotectionpartners.com |  877-745-0008

©COPYRIGHT 2016. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Wealth Protections Partners, Inc. and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.  © Copyright 2019. Unauthorized duplication of the contents of this website are prohibited. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Bill Kearney and/or Wealth Preservation Advisors LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency.