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.
Does your plan require an annual audit? If your eligible participant…
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Attaining a satisfactory retirement experience is dependent on sufficiency of post retirement…
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Election years, with their uncertainty and increased emotions, cause anxiety for investors. Certainly, there may be short-term market volatility…
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Many ERISA plan sponsors are unclear regarding a primary fiduciary responsibility concerning plan document retention (which and when documents…
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Open enrollment is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan…
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Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted…
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Federal and state governments have spent extraordinary sums in response to the economic toll inflicted by the COVID-19 pandemic….
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Profile of Sandwiched Caregivers 67% are employed 61% are women 33% report high levels of emotional stress 20% face…
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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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