Yack Wealth Management

Yack Wealth Management is an independent financial services firm that helps individuals build retirement strategies. The team combines financial advice with tax and legal professionals, covering investment management, retirement income planning, annuities, IRA and 401(k) rollovers, life insurance, asset protection, and estate planning. Its four-step YACK Retirement Plan starts with a first meeting to learn each client's goals, then a custom strategy and regular monitoring afterward.

The firm is run by CEO Garrett Yack and offers a free downloadable guide on tax strategies for retirement income. Clients can request a meeting through the website. The Indian Wells office is at 785 Highway 111, and the firm also has a Temecula office. The firm notes that it does not provide tax or legal advice itself and works with outside partners for those services.