*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.
In December 2022, Congress passed the SECURE 2.0 Act. It introduced a new rule relating to 529 plans which allows
Financial worries are often cited as a major source of stress. For example, a 2021 study found that even before
IMPORTANT DISCLOSURES Wellspring Financial Partners ®, LLC does not provide tax or legal advice. The information presented here is not
Assets in Retirement Plans Top $35 Trillion According to data released by the Investment Company Institute, retirement assets in the
In December 2022, Congress passed the SECURE 2.0 Act. It introduced a new rule relating to 529 plans which allows for tax- and penalty-free rollovers
Financial worries are often cited as a major source of stress. For example, a 2021 study found that even before the pandemic and subsequent economic
IMPORTANT DISCLOSURES Wellspring Financial Partners ®, LLC does not provide tax or legal advice. The information presented here is not specific to any individual’s personal
Assets in Retirement Plans Top $35 Trillion According to data released by the Investment Company Institute, retirement assets in the US grew by 3.5% quarter
In December 2022, Congress passed the SECURE 2.0 Act. It introduced a new rule relating to 529 plans which allows
Financial worries are often cited as a major source of stress. For example, a 2021 study found that even before
IMPORTANT DISCLOSURES Wellspring Financial Partners ®, LLC does not provide tax or legal advice. The information presented here is not
Assets in Retirement Plans Top $35 Trillion According to data released by the Investment Company Institute, retirement assets in 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
