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.
Six Easy Steps to Keep Your Plan Assets Safe Joel Shapiro, JD, LLM, Senior Vice President, ERISA Compliance Cyber…Read More >
Hey Joel, When does the five-year clock start for Roth withdrawals? -Tick Tock in Tennessee Dear Tick Tock, For…Read More >
Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility…Read More >
Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable…Read More >
Automakers and start-up companies are betting that today’s generation of drivers will embrace a new model of temporary ownership…Read More >
Vehicle expenses can take a big bite out of your budget. According to a AAA report, the average annual…Read More >
Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was…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.
Automakers and start-up companies are betting that today’s generation…
Vehicle expenses can take a big bite out of…
4007 E Paradise Falls Dr
Tucson, AZ 85712
Monday - Thursday: 8:00am-5:00pm