*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.
As an employer, you’re responsible for keeping your company’s retirement plan in compliance at all times. Additionally your plan document
Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little
Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a
Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had
Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline. These
Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage, but many services are
If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder
As you move through different stages of life, you will face new and unique financial situations. Did you just get
Publicly traded companies are required to report their financial performance to regulators and shareholders on a quarterly basis. Earnings season
As an employer, you’re responsible for keeping your company’s retirement plan in compliance at all times. Additionally your plan document should be reviewed on an
Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little or no assistance with daily
Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a single campus. CCRCs offer residents
Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their
Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline. These are the estimated savings required
Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage, but many services are not covered. Some may be
If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage
As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering
Publicly traded companies are required to report their financial performance to regulators and shareholders on a quarterly basis. Earnings season is the often-turbulent period when
As an employer, you’re responsible for keeping your company’s retirement plan in compliance at all times. Additionally your plan document
Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little
Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a
Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had
Retirement health-care costs will vary depending on your health and longevity, but it may help to have a guideline. These
Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage, but many services are
If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder
As you move through different stages of life, you will face new and unique financial situations. Did you just get
Publicly traded companies are required to report their financial performance to regulators and shareholders on a quarterly basis. Earnings season
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:
