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.
A retirement plan committee consists of co-fiduciaries who are responsible for all plan management activities that have been delegated…
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Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the…
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The qualified default investment alternative (“QDIA”) is arguably the most important in a plan’s investment menu. By far the…
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Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The…
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The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in record homebuying,…
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An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1…
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The average age for claiming Social Security retirement benefits has…
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In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies…
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Unfortunately, data breaches are now normal, everyday occurrences in our society. As a result, many companies are offering services…
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Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require…
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A retirement plan committee consists of co-fiduciaries who are…
