*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.
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing
All too often, retirement planning success is measured purely by financial metrics: savings amounts (15 percent per year), income replacement
Bill Tugaw, Governmental Plan Practice Leader The U.S. Department of Labor (DOL) recently issued benefit plan guidance and relief for
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, My
All too often, retirement planning success is measured purely by financial metrics: savings amounts (15 percent per year), income replacement ratios (75 percent of preretirement
Bill Tugaw, Governmental Plan Practice Leader The U.S. Department of Labor (DOL) recently issued benefit plan guidance and relief for plans and participants affected by
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing
All too often, retirement planning success is measured purely by financial metrics: savings amounts (15 percent per year), income replacement
Bill Tugaw, Governmental Plan Practice Leader The U.S. Department of Labor (DOL) recently issued benefit plan guidance and relief for
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
