1-520-327-1019 info@wellspringfp.com
For Employers who provide retirement plans for their employees Wellspring Financial Partners is a premier retirement plan advisor offering a comprehensive suite of services to corporate qualified retirement plans including 401(k), 403(b), Profit Sharing, 457 and Employee Stock Ownership Plans. As a Registered Investment Advisory Firm we serve as a co-fiduciary with the Plan Sponsor which holds our team to a greater level of responsibility in BOTH legal and ethical standards.
At Wellspring Financial Partners, we want you to invest and take financial control over your life. We take the time to truly get to know you and your financial status world. Only then do we develop a plan specifically for you. Then, we want you to be a wise consumer. The financial services industry has served itself very well, but by teaching you about the financial marketplace, we can make you an educated client who makes the financial world serve you.
We believe that by using an investment strategy, designed to fit the plan we create together, you will have the highest level of success possible. Our investment strategy takes a broad and globally diverse approach to the capital market and employs the industry’s leading passive investment vehicles from Dimensional Fund Advisors.
IRS Limits on Retirement Benefits and Compensation As published in IRS News Release IR-2021-216, Nov. 4, 2021 2022…
Read More >
Bills in both the House and the Senate aim to build on the SECURE Act passed in 2019. This…
Read More >
The Board of Trustees for Social Security recently issued its annual report. This report states the trust fund for…
Read More >
Historically, there has been little litigation involving retirement plans. But in recent years such litigation has exploded. This began…
Read More >
According to the Consumer Financial Protection Bureau (CFPB), credit report errors more than doubled during the coronavirus pandemic. In…
Read More >
Financing a college education with the least amount of debt involves putting together a variety of resources in the…
Read More >
HENRY is a catchy acronym for “high earner, not rich yet.” It describes a demographic made up of young…
Read More >
The Social Security cost-of-living adjustment (COLA) for 2022 is 5.9%, the largest increase since 1983. The COLA applies to…
Read More >
Unfortunately, data breaches are now normal, everyday occurrences in our society. As a result, many companies are offering services…
Read More >
Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require…
Read More >
According to the Consumer Financial Protection Bureau (CFPB), credit…
Financing a college education with the least amount of…
Wellspring Financial Partners is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Wellspring Financial Partners and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Wellspring Financial Partners unless a client service agreement is in place.
© 2016-2020 Wellspring Financial Partners. All Rights Reserved.
