Successful Retirement Solutions

Closed
yelp logo

(4)

Photos

8787 Complex Dr Ste 410
San Diego, CA 92123

Successful Retirement Solutions is a full-service retirement planning company based in San Diego, CA, providing innovative financial strategies and solutions to families and businesses for over 27 years. With a commitment to honesty, integrity, and service, they offer a range of services including asset allocation, income planning, legacy planning, and tax strategies, all aimed at achieving financial clarity, security, and overall financial health.

At Successful Retirement Solutions, building lifelong relationships with clients is a core principle, and they strive to deliver personalized financial planning that meets individual needs. Their Generational Vault provides 24/7 access to accounts and important documents, ensuring organization and safeguarding of vital information. As a Registered Investment Advisor firm, they offer advisory services and are dedicated to helping clients navigate the complexities of retirement planning with confidence and peace of mind.

Generated from the website

Reviews

yelp logo
4.04 reviews
Photo of Shaun B.
Shaun B.
7/10/2007

When my small business needed to get a health care plan setup Successful Solutions held my hand through the whole process. They explained to me the differences between HMO and PPO and a group...

Photo of Scott H.
Scott H.
11/8/2010

The whole staff over at Successful Solutions was awesome. I got my insurance plan at a killer rate and I would say that insurance is far from exciting business. In fact in the words of Maud...

M B.
3/3/2015

This company was holding a carrot out of a free dinner session promising to give social security maximization advice. At the talk (which was pretty good) they introduced nicely and mildly the...

Jan K.
10/26/2010

It is a long story but we had a death in the family and we were searching for an insurance policy that our loved one had said they had but we were unable to locate it. The life insurance money...

Own this business?
See a problem?

You might also like

Wealth Protection Partners, Inc

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. Its 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? Its 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.
United StatesCaliforniaSan DiegoSuccessful Retirement Solutions

Partial Data by Infogroup (c) 2025. All rights reserved.