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.
Some retirement plan expenses can be paid for with plan assets – but many can’t. Which are the “reasonable…
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The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this…
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Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former…
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The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA,…
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Recent college graduates aren’t the only ones carrying student loan debt. A significant number of older Americans have student…
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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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Some retirement plan expenses can be paid for with…
The Form 5500 is an ERISA requirement for retirement…
