*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.
The Federal Reserve’s unprecedented efforts to support the U.S. economy during the COVID-19 pandemic include a commitment by the Federal
During the 2019-2020 Academic year, U.S. colleges and universities conferred an estimated 989,000 Associate’s degrees, 1,975,000 Bachelor’s degrees, 820,000 Master’s
The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets
Morgan Davis, Plan Advisor Can you hear the bells ringing? It’s that time of year to review your to-do list
The health and economic crisis created by the coronavirus (COVID-19) pandemic will have a long-lasting impact on how we all
In 26 states (and Puerto Rico), laws generally hold children responsible for certain debts of their parents. These laws are
The 2020-2021 academic year is right around the corner, and the coronavirus pandemic has upended the college world, like everything
Because of a long-term rise in the employment rate for women of all ages, the percentage of women ages 62
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a
Businesses understand how vital it is for employees to understand retirement options and are increasingly including employee education in fiduciary
The Federal Reserve’s unprecedented efforts to support the U.S. economy during the COVID-19 pandemic include a commitment by the Federal Open Market Committee (FOMC) to
During the 2019-2020 Academic year, U.S. colleges and universities conferred an estimated 989,000 Associate’s degrees, 1,975,000 Bachelor’s degrees, 820,000 Master’s degrees, and 184,000 Doctoral degrees.
The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets is subject to ERISA’s fiduciary
Morgan Davis, Plan Advisor Can you hear the bells ringing? It’s that time of year to review your to-do list of fiduciary responsibilities. Ask yourself
The health and economic crisis created by the coronavirus (COVID-19) pandemic will have a long-lasting impact on how we all will travel going forward. And
In 26 states (and Puerto Rico), laws generally hold children responsible for certain debts of their parents. These laws are referred to as filial responsibility
The 2020-2021 academic year is right around the corner, and the coronavirus pandemic has upended the college world, like everything else. Not only has COVID-19
Because of a long-term rise in the employment rate for women of all ages, the percentage of women ages 62 to 64 who are fully
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee. This
Businesses understand how vital it is for employees to understand retirement options and are increasingly including employee education in fiduciary risk management, whether it’s in
The Federal Reserve’s unprecedented efforts to support the U.S. economy during the COVID-19 pandemic include a commitment by the Federal
During the 2019-2020 Academic year, U.S. colleges and universities conferred an estimated 989,000 Associate’s degrees, 1,975,000 Bachelor’s degrees, 820,000 Master’s
The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets
Morgan Davis, Plan Advisor Can you hear the bells ringing? It’s that time of year to review your to-do list
The health and economic crisis created by the coronavirus (COVID-19) pandemic will have a long-lasting impact on how we all
In 26 states (and Puerto Rico), laws generally hold children responsible for certain debts of their parents. These laws are
The 2020-2021 academic year is right around the corner, and the coronavirus pandemic has upended the college world, like everything
Because of a long-term rise in the employment rate for women of all ages, the percentage of women ages 62
With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a
Businesses understand how vital it is for employees to understand retirement options and are increasingly including employee education in fiduciary
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
4703 E. Camp Lowell Drive
Suite 135
Tucson, AZ 85712
Salt Lake City, UT
Monday – Friday:
8:00am-4:30pm
1-844-203-2402
contact@wellspringfp.com
http://wellspringfin.wpenginepowered.com
Saturday February 1st 10:00 – 12:00 PM MST
– or –
Tuesday February 4th 10:00 – 12:00 PM MST
Hear from your CERTIFIED FINANCIAL PLANNER® on:
