A successful retirement is rooted in proper planning.
GROWTH IS GOOD.
Listing Overview of Services
Fixed Indexed Annuities
Long Term Care Alternatives
Fee Based Portfolio Management
Powers of Attorney for Health care and Finances
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
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.
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.
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.
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