Wellspring Financial Partners ensures every client — regardless of personal wealth — has access to education, as well as the information, support, and mentoring they need, to be fully in charge of the entire spectrum of their financial life. read more >
An employee retirement program can be a powerful tool that attracts top talent, and drives employee retention and loyalty. When it comes to your plan, Wellspring Financial Partners always has your best interest in mind, as well as your employees’. read more >
The retirement savings plan offered by your employer may be one of your most important assets. Wellspring Financial Partners can help you reach your retirement goals by making the complex simple. read more >
Wellspring Financial Partners provides financial planning and investment advice to individuals as well as companies that sponsor retirement plans and their employees. Wellspring is focused entirely on our clients’ financial well-being. Unlike most financial advising firms, we’re independent and not controlled by a Wall Street company. We are “fee-only,” paid only by our clients to serve our clients. We’re not paid to sell any financial product, so we work exclusively for our clients.
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.
Adapt to the shifting priorities of modern workers to attract and retain the best talent Longevity, demographic changes and…Read More >
By Jamie Hayes, CPFA, C(k)P®, AIF®, Senior Plan Advisor Millennials – they’ve infiltrated the workplace and bring expertise in…Read More >
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former…Read More >
Inflation averaged 2.5% for the 30-year period from 1989 to 2018. Although the recent trend is below the long-term…Read More >
As an investor, you probably pay attention to nominal return, which is the percentage increase or decrease in the…Read More >
Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax…Read More >
Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they…Read More >
You must have been pleasantly surprised to find out you’d be getting a refund from the IRS — especially…Read More >
Wellspring Financial Partners provides financial and investment advice to both individuals as well as companies that sponsor retirement plans for their employees.
Wellspring is focused entirely on our clients' financial well-being.
Adapt to the shifting priorities of modern workers to…
By Jamie Hayes, CPFA, C(k)P®, AIF®, Senior Plan Advisor…
4007 E Paradise Falls Dr
Tucson, AZ 85712
Monday - Thursday: 8:00am-5:00pm