*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.
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began
Americans use debit cards more often than credit cards, but they tend to use credit cards for higher-dollar transactions. The
Dramatic market turbulence has been common in 2020, and you can’t help but hear about the frequent ups and downs
As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic
More than 79 million foreign tourists visited the United States in 2019, adding $254 billion to the U.S. economy. Residents
Some retirement plan expenses can be paid for with plan assets – but many can’t. Which are the “reasonable and
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to
It’s never too soon to start teaching children about money. Whether they’re tagging along with you to the grocery store
The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth
The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of
Americans use debit cards more often than credit cards, but they tend to use credit cards for higher-dollar transactions. The average value of a debit-card
Dramatic market turbulence has been common in 2020, and you can’t help but hear about the frequent ups and downs of the Dow Jones Industrial
As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation
More than 79 million foreign tourists visited the United States in 2019, adding $254 billion to the U.S. economy. Residents of Canada and Mexico accounted
Some retirement plan expenses can be paid for with plan assets – but many can’t. Which are the “reasonable and necessary” retirement plan expenses that
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to confirm that plans are managed
It’s never too soon to start teaching children about money. Whether they’re tagging along with you to the grocery store or watching you make purchases
The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth
The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began
Americans use debit cards more often than credit cards, but they tend to use credit cards for higher-dollar transactions. The
Dramatic market turbulence has been common in 2020, and you can’t help but hear about the frequent ups and downs
As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic
More than 79 million foreign tourists visited the United States in 2019, adding $254 billion to the U.S. economy. Residents
Some retirement plan expenses can be paid for with plan assets – but many can’t. Which are the “reasonable and
The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to
It’s never too soon to start teaching children about money. Whether they’re tagging along with you to the grocery store
The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth
The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your
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:
