*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.
Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or
Generally, the term “rollover IRA” refers to an IRA that you establish to receive funds from an employer retirement plan
It’s a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health
While no one can predict the future of the Federal Estate Tax, the possibility of tax reform is once again
You’ve probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn’t
Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a
Generally, the term “rollover IRA” refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover
It’s a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often
While no one can predict the future of the Federal Estate Tax, the possibility of tax reform is once again in the spotlight. If it
You’ve probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn’t directly control consumer interest rates,
Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or
Generally, the term “rollover IRA” refers to an IRA that you establish to receive funds from an employer retirement plan
It’s a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health
While no one can predict the future of the Federal Estate Tax, the possibility of tax reform is once again
You’ve probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn’t
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
