*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.
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more than 19.4%.1 The
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most
IMPORTANT DISCLOSURES Wellspring Financial Partners ®, LLC does not provide tax or legal advice. The information presented here is not
Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations
The designated benchmarks used within the Scorecard System were selected because they are the most appropriate and/or most commonly used
Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement
If you are age 50 or older and still working, you have a valuable opportunity to super-charge your retirement savings
The arrival of spring is always a good time to dust off the cobwebs that have built up in your
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over a five-year period ending in
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more than 19.4%.1 The S&P 500, which includes stocks
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most Americans are protected by the
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 plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations choose to establish committees for
The designated benchmarks used within the Scorecard System were selected because they are the most appropriate and/or most commonly used indices in the marketplace (Russell
Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement Institute shows that 40% of
If you are age 50 or older and still working, you have a valuable opportunity to super-charge your retirement savings while managing your income tax
The arrival of spring is always a good time to dust off the cobwebs that have built up in your home during the winter. It’s
By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over
The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As
The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down more than 19.4%.1 The
The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most
IMPORTANT DISCLOSURES Wellspring Financial Partners ®, LLC does not provide tax or legal advice. The information presented here is not
Retirement plan committees can help plans function more efficiently and effectively. They aren’t a requirement under ERISA, though many organizations
The designated benchmarks used within the Scorecard System were selected because they are the most appropriate and/or most commonly used
Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement
If you are age 50 or older and still working, you have a valuable opportunity to super-charge your retirement savings
The arrival of spring is always a good time to dust off the cobwebs that have built up in your
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
