*Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your
If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose? Pretax: Tax benefits now
Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on
When it comes to planning your estate, you might be wondering whether you should use a will or a trust
The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets
One of the largest misconceptions about index funds is that their only distinguishing feature is their fees. It’s not uncommon
Changes in Employee Demographics May Impact Owner’s Percentage of Retirement Plan Contributions. A common goal for successful business owners when
Negotiating Retirement Plan Fees with Your Provider According to plan sponsors, one of the most harrowing aspects of their fiduciary
During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose? Pretax: Tax benefits now With pretax contributions, the money
Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made
When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities
The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets is subject to ERISA’s fiduciary
One of the largest misconceptions about index funds is that their only distinguishing feature is their fees. It’s not uncommon to hear, “index funds are
Changes in Employee Demographics May Impact Owner’s Percentage of Retirement Plan Contributions. A common goal for successful business owners when designing a retirement plan is
Negotiating Retirement Plan Fees with Your Provider According to plan sponsors, one of the most harrowing aspects of their fiduciary obligations is to ensure that
During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your
If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose? Pretax: Tax benefits now
Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on
When it comes to planning your estate, you might be wondering whether you should use a will or a trust
The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets
One of the largest misconceptions about index funds is that their only distinguishing feature is their fees. It’s not uncommon
Changes in Employee Demographics May Impact Owner’s Percentage of Retirement Plan Contributions. A common goal for successful business owners when
Negotiating Retirement Plan Fees with Your Provider According to plan sponsors, one of the most harrowing aspects of their fiduciary
Licensed to practice in every state, it is the distinct honor of Wellspring Financial Partners to serve clients in 30 states throughout America. With our CERTIFIED FINANCIAL PLANNER® professionals located in both Arizona and Utah, contact us today about connecting with one of our CFP® Professionals to discover the peace and empowerment that comes from having a realistic, unique-to-you, highly personalized Financial Plan in place to provide for you and your loved ones.
Wellspring Financial Partners®
Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Monday – Friday:
8:00am-4:30pm
520-327-1019
1-844-203-2402
contact@wellspringfp.com
wellspringfinancialpartners.com
