*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.
The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and
Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such
Buying a home can be a major expenditure. Fortunately, federal tax benefits of homeownership are available to make homeownership more
Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company’s total
Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the
The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid
You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your
The IRS expects that more than 70% of taxpayers will receive a refund in 2017.1 What you do with a
Imagine having to remember and describe every item in your home, especially after you’ve been the victim of a fire,
The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit plans.
Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest egg adequate? It may be
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of
Buying a home can be a major expenditure. Fortunately, federal tax benefits of homeownership are available to make homeownership more affordable and less expensive. There
Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company’s total outstanding stock. This means the
Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the risk of default, which can
The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime
You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace
The IRS expects that more than 70% of taxpayers will receive a refund in 2017.1 What you do with a tax refund is up to
Imagine having to remember and describe every item in your home, especially after you’ve been the victim of a fire, theft, or natural disaster. Rather
The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and
Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such
Buying a home can be a major expenditure. Fortunately, federal tax benefits of homeownership are available to make homeownership more
Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company’s total
Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the
The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid
You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your
The IRS expects that more than 70% of taxpayers will receive a refund in 2017.1 What you do with a
Imagine having to remember and describe every item in your home, especially after you’ve been the victim of a fire,
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
