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.
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former…
Read More >Loss aversion sounds like a good thing — trying to avoid losing. What could be wrong with that? Unfortunately,…
Read More >Michael Viljak, Manager, Advisor Development Do you have employees in a prior employer’s retirement plan? Should they transfer these…
Read More >Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former…
Read More >Chances are, you probably have your Social Security number memorized, so you may not have had to use your…
Read More >If you need to renew your driver’s license, you may want to get a REAL ID. The REAL ID…
Read More >Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan…
Read More >Year over year, participation in 529 plans continues to rise.1 Anyone can open an account, lifetime contribution limits are…
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 >
Welcome to Hey Joel! This forum answers plan sponsor…
