*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.
Retirement is a major long-term financial goal. When you’re younger, it may be difficult to keep something that seems so
The financial world uses a variety of terms that an average person may not be immediately familiar with. Understanding these
Your financial situation affects so many other areas of your life. Because of this, having a professional to help you
If your employer offers a 401(k), often written as 401k, this is a powerful tool to help you save for
A retirement plan may have one or more fiduciaries who have distinct responsibilities, though many individuals and committees may serve
High participation rates don’t always translate to high deferral rates. According to the 2022 Callan Defined Contributions Trend Survey, three-quarters
From recent college grads struggling with student debt to seasoned professionals planning an imminent retirement, participants’ financial needs and goals
It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial
Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential
IMPORTANT DISCLOSURES Wellspring Financial Partners ®, LLC does not provide tax or legal advice. The information presented here is not
Retirement is a major long-term financial goal. When you’re younger, it may be difficult to keep something that seems so far away at the forefront
The financial world uses a variety of terms that an average person may not be immediately familiar with. Understanding these terms, and the concepts behind
Your financial situation affects so many other areas of your life. Because of this, having a professional to help you manage your finances often has
If your employer offers a 401(k), often written as 401k, this is a powerful tool to help you save for retirement. However, knowing where to
A retirement plan may have one or more fiduciaries who have distinct responsibilities, though many individuals and committees may serve in multiple fiduciary roles. Here
High participation rates don’t always translate to high deferral rates. According to the 2022 Callan Defined Contributions Trend Survey, three-quarters of DC plans offer auto-enrollment,
From recent college grads struggling with student debt to seasoned professionals planning an imminent retirement, participants’ financial needs and goals are as diverse as the
It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial exploitation, especially if they are
Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential tax treatment in return for
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
Retirement is a major long-term financial goal. When you’re younger, it may be difficult to keep something that seems so
The financial world uses a variety of terms that an average person may not be immediately familiar with. Understanding these
Your financial situation affects so many other areas of your life. Because of this, having a professional to help you
If your employer offers a 401(k), often written as 401k, this is a powerful tool to help you save for
A retirement plan may have one or more fiduciaries who have distinct responsibilities, though many individuals and committees may serve
High participation rates don’t always translate to high deferral rates. According to the 2022 Callan Defined Contributions Trend Survey, three-quarters
From recent college grads struggling with student debt to seasoned professionals planning an imminent retirement, participants’ financial needs and goals
It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial
Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential
IMPORTANT DISCLOSURES Wellspring Financial Partners ®, LLC does not provide tax or legal advice. The information presented here is not
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
