Yvette Spillman is the founder and CEO of Wealth Protection Partners and a Registered Investment Advisor, Advanced Tax-Reduction Strategist, and Professional Retirement Planner. Yvette holds multiple professional licenses and industry certifications, and has been dedicated to helping people minimize taxes, increase income, and prepare for retirement since 1999. “Over the past 21 years, I’ve helped so many business owners and individual clients who suffer from a common problem…being taxed to death. It’s our civic responsibility to pay our taxes, yet we’re taxed at every turn and sometimes, grossly overtaxed. I’ve built my practice on identifying strategic ways that the IRS allows to significantly reduce taxation and truly make a difference in my clients’ personal and business lives,” she says. “Additionally, I help them look at the other aspects of a successful retirement, from creating guaranteed income streams, to protecting their assets, optimizing Social Security, Medicare, and more. Retirement is like a puzzle, and I work hard to make every piece fit together for my clients.” Yvette is also proud to partner with NFL Hall of Famer, senior advocate, and entrepreneur Fran Tarkenton as an independent representative of his firm, Tarkenton Financial. She and Fran share a common mission: to help clients create a successful retirement by making sure that they have peace of mind and protection for their hard-earned nest egg. 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 resides in Murrieta, CA, where she cares for her elderly mother after the recent passing of her beloved father. A native New Yorker, Yvette enjoys time with her husband, Mark, and their friends, traveling and horseback riding. In 1998, she founded a non-profit organization for dog and horse rescue, affectionately named the Unconditional Love Foundation. The organization still works for the care and betterment of animals and people. [read more]
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About Matt Fallesen, MBA Wealth Redy stands for Wealth Relevant Education Designed for You. We are passionate about creating and growing clients' wealth through in-depth financial education tailored to each individual and business situation. Not growing up learning real-world financial concepts and strategy hindered me in my life as an adult. I pursued this line of work because I wanted to change that for my friends and family so that future generations could be impacted and legacies created. I come from a diverse background as a performer, educator and entrepreneur. My passions are music, education and financial strategy. I love bringing the gift of music to an audience, teaching people how to become their best selves and helping people reach their financial goals. I'm also the Founder/CEO of Redy U, a life skills education company.* With over 10 years of experience in the financial services industry and 20 years as an educator and professional singer, I have the knowledge and unique perspective to work with you on your life's journey and solve problems using creative, personalized strategies. Bottom line, I see things differently than the average financial advisor and I'm in a position to help you build your wealth and realize your dreams. My educational background includes a Master of Music degree, an MBA in global business, the Series 7 and 66 securities licenses, insurance licenses and over 10 years as a college professor in music, business, philosophy, critical thinking and personal finance. I've partnered with WestPac Wealth Partners out of San Diego to help serve my clients in a deeper way and provide elevated resources from a wealth management standpoint. [read more]
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Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. We have access to a broad array of company resources -- including research analysts and economic and market experts who help us make informed investment recommendations based on your needs. Contact us if you'd like us to help you develop strategies for pursuing your financial goals. [read more]
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Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. [read more]
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History in the making We’ve helped people go further with their money since our founding by Henry Wells and William Fargo in 1852. With innovative solutions that evolve with the times, we continue to help our customers get ahead. [read more]
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Our Mission Statement To be the trusted partner for the Real Estate industry, adding value at every step of the customer’s journey home. West Coast Escrow is built on a tradition of excellence and guided by a spirit of integrity throughout all aspects of the closing process. As your Escrow Settlement Service Provider, we want to assure satisfaction for everyone involved in the transaction, whether you are a buyer, seller, agent or lender. [read more]
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your best interest first No matter what side of the transaction you’re on, the ins and outs of real estate can be stressful. But we knew from the start that WFG could make things easier for everyone. Our company is built on five simple cornerstones to serve you better. [read more]
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Combined we have 50 years of escrow experience. Our mission is to provide personalized service. You won’t get a machine to answer your call. We will always answer the phone. 951-297-3971 [read more]
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