*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.
For long-term investment goals such as retirement, time can be one of your biggest advantages. That’s because time allows your
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and
Imagine that you receive an email with an urgent message asking you to verify your banking information by clicking on
You may not mind if a legitimate robocalls provides a helpful announcement from your child’s school or an appointment reminder
Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began
When it comes to fiscally frugal health insurance options, health savings accounts (HSA) aren’t exactly new to the game. They’ve
What financial resolutions should I consider making as I look ahead to 2018? A new year is right around the
What can I learn from looking back on my financial situation in 2017? If your financial plan for 2017 didn’t
In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018.
For long-term investment goals such as retirement, time can be one of your biggest advantages. That’s because time allows your investment dollars to do some
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and
Imagine that you receive an email with an urgent message asking you to verify your banking information by clicking on a link. Or maybe you
You may not mind if a legitimate robocalls provides a helpful announcement from your child’s school or an appointment reminder from a doctor’s office. But
Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000
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
When it comes to fiscally frugal health insurance options, health savings accounts (HSA) aren’t exactly new to the game. They’ve been around since 2003 and
What financial resolutions should I consider making as I look ahead to 2018? A new year is right around the corner, bringing with it a
What can I learn from looking back on my financial situation in 2017? If your financial plan for 2017 didn’t work out the way you
In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special about 70½?
For long-term investment goals such as retirement, time can be one of your biggest advantages. That’s because time allows your
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and
Imagine that you receive an email with an urgent message asking you to verify your banking information by clicking on
You may not mind if a legitimate robocalls provides a helpful announcement from your child’s school or an appointment reminder
Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market
Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began
When it comes to fiscally frugal health insurance options, health savings accounts (HSA) aren’t exactly new to the game. They’ve
What financial resolutions should I consider making as I look ahead to 2018? A new year is right around the
What can I learn from looking back on my financial situation in 2017? If your financial plan for 2017 didn’t
In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018.
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:
