Financial Services

Every successful journey starts with prudent preparation and an effective travel plan. We help make sure you haven’t overlooked any key elements as you pursue your retirement destiny.


Reimagine Your Retirement Route

The road to retirement should be paved with confidence. At Yack Wealth Management, we provide the vehicles necessary to help make that possible, using a variety of investment and insurance products that can escort you to new financial horizons.

Three Ways We Help

Using our team approach to retirement planning, we develop strategies to help you in three key areas:

Put Your Assets to Work.

Our retirement income plans will help you confidently answer the question most often asked by those nearing or already in retirement: “Will I run out of money?” Strategies include investments, IRA/401(k) rollovers, wealth management and annuity opportunities.

Preserve What Belongs to You.

As you near retirement, you transition from the accumulation phase to the protection phase. We help you minimize retirement risk by incorporating a variety of products and services, including life insurance, tax-efficient strategies, long-term care plans and IRA legacy planning.

Provide for Those You Love.

You can continue taking care of loved ones even after you’re gone. We partner with attorneys, tax professionals and others to help you create a legacy through a giving strategy that can include trusts, probate, charitable contributions, estate planning and more.

Investment advisory services offered through West Wealth group, LLC, an SEC Registered Investment Adviser. Yack Wealth Management and West Wealth Group, LLC are affiliated entities. California Insurance License #0I39209.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Yack Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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