*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.
So much about financial wellness has to do with cultivating a mindset that favors delayed versus immediate gratification. In the
Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those,
So much about financial wellness has to do with cultivating a mindset that favors delayed versus immediate gratification. In the language of behavioral economics, the
Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1 states that “a loan will
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those, and a myriad of other,
So much about financial wellness has to do with cultivating a mindset that favors delayed versus immediate gratification. In the
Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities. For those,
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
