A successful retirement is rooted in proper planning.

GROWTH IS GOOD.

Listing Overview of Services

Our Products

Bonds

Brokerage Accounts

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Fixed Annuities

Fixed Indexed Annuities

Variable Annuities

Life Insurance

Long Term Care Alternatives

Fee Based Portfolio Management

Wills

Trusts

Livings Wills

Powers of Attorney for Health care and Finances

 

 

Our Products

Retirement Investment Management

401K Planning and Rollover

403B Planning and Rollover

Retirement Income Planning

Charitable Legacy Planning

Estate Tax Planning

Family Wealth Transfer

Small Business Pension Planning

Portfolio Management

Income Tax Preparation

Legal Document Preparation

We at Wealth Preservation Group, Inc. understand that taxes can be a major expense for seniors today.  We offer tax preparation services for Seniors 55 and up each tax season. Our purpose for doing this is two-fold.

 

• We want to offer a high-quality  Federal and Colorado Tax Preparation Service  for a reasonable price.

 

• We have experienced over the years that in the careful examination of a properly prepared return, we can help many clients reduce their future tax liability and improve their financial situation.

Retirement Tax Strategies

We at Wealth Preservation Group, Inc. strongly agree that wealth preservation includes the smooth transfer of assets at death. The client deserves the assurance that their hard earned assets pass to their designated beneficiaries in the most effective and efficient way possible.

 

Our goal is to develop long-term personal relationships as a trusted advisor to our clients and their families. We intend to become an important part of each of our clients' financial management plans to help them make better personal financial decisions to achieve their goals.

 

We have an in-house, independent attorney on our team and work with other legal professionals to insure that our clients will have the proper legacy planning documentation authored and executed to fit their families needs.  The attorneys that we work with are experienced in will, trust, power of attorney and any other distribution and transfer documentation that is necessary to smoothly facilitate the transfer of assets to family, friends and charities when the time comes.

 

Estate Planning

An Overview of Our Products & Services

We monitor your financial plan so that it continues to grow with every stage of your life.

The Executive Bonus Plan is a method of compensating select key employees by contributing to the selected employee’s designated retirement account. This plan is one of the more simple and more popular executive benefits offered by today’s business owners. This plan is very attractive to small business owners, as in many cases, the bonus amount is tax deductible. The bonus amount needs to be a considered reasonable compensation to be deductible. The plan otherwise is very flexible.

Business Retirement

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.

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Wealth Preservation Group | 9035 Wadsworth Pkwy., Suite 3500 | Westminster, CO 80021 | 720-540-3300

©COPYRIGHT 2014. WEALTH PRESERVATION GROUP. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.

Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor.  The firm only transacts business in states where it is properly  registered, or is excluded or exempted from registration requirements.

 

Please be advised that presently, John Yarbrough holds Series 65 Licenses in Colorado and Minnesota.  For residents of other states in which registration is not held, proper licenses and registrations must be obtained by John Yarbrough before proceeding further.  No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.

 

Link Disclosure, Please Note:  The information being provided is a courtesy.  When you link to any of the websites provided herewith, you are leaving this site. Wealth Preservation Group, Inc. and Virtue Capital Management, Inc. makes no representation as to the completeness or accuracy of information provided at these sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.  When you access one of these sites, you are leaving the Wealth Preservation Group, Inc. website and assume total responsibility and risk for your use of these sites.