*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.
If you’re eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current
If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds
For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current
Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please,
Social Security is an important source of retirement income for millions of Americans, but how much do you know about
We don’t want to ever politicize our communication with you. However, if we don’t address the topic of where the
If you’re eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by instructing your employer
If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don’t get to the new
For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income, and a manageable amount
Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please, for example. However, it also
Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program? Test your knowledge,
We don’t want to ever politicize our communication with you. However, if we don’t address the topic of where the economy is going under President
If you’re eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current
If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds
For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current
Being self-employed has many advantages — the opportunity to be your own boss and come and go as you please,
Social Security is an important source of retirement income for millions of Americans, but how much do you know about
We don’t want to ever politicize our communication with you. However, if we don’t address the topic of where the
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
