Finding Forgotten Funds
As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that
*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 a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that
John D. Rockefeller, one of the wealthiest Americans in history, loved receiving stock dividends. “Do you know the only thing
IMPORTANT DISCLOSURES Wellspring Financial Partners®®®, LLC does not provide tax or legal advice. The information presented here is not specific
Most teenagers probably aren’t thinking about saving for retirement, buying a home, or even paying for college when they start
For the 12-month period ending in May 2022, the Consumer Price Index for All Urban Consumers (CPI-U) — the most
The U.S. unemployment rate skyrocketed to 14.7% in April 2020 when the economy shut down in response to the pandemic.
Now that you’ve seen last year’s tax results and can see where this year is heading, it may be a
With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance
With more than 7,400 mutual funds to consider in the United States alone, some investors may feel overwhelmed by the
In 2021, U.S. real gross domestic product (GDP) — the value of goods and services produced in the United States
As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that it was unlikely you would
John D. Rockefeller, one of the wealthiest Americans in history, loved receiving stock dividends. “Do you know the only thing that gives me pleasure?” he
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 circumstances.
Most teenagers probably aren’t thinking about saving for retirement, buying a home, or even paying for college when they start their first jobs. Yet a
For the 12-month period ending in May 2022, the Consumer Price Index for All Urban Consumers (CPI-U) — the most widely used measure of inflation
The U.S. unemployment rate skyrocketed to 14.7% in April 2020 when the economy shut down in response to the pandemic. This was by far the
Now that you’ve seen last year’s tax results and can see where this year is heading, it may be a good time to consider adjustments
With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a
With more than 7,400 mutual funds to consider in the United States alone, some investors may feel overwhelmed by the thought of deciding which ones
In 2021, U.S. real gross domestic product (GDP) — the value of goods and services produced in the United States — grew by 5.7%, the
As a child, you may have dreamed about finding buried treasure, but you probably realized at an early age that
John D. Rockefeller, one of the wealthiest Americans in history, loved receiving stock dividends. “Do you know the only thing
IMPORTANT DISCLOSURES Wellspring Financial Partners®®®, LLC does not provide tax or legal advice. The information presented here is not specific
Most teenagers probably aren’t thinking about saving for retirement, buying a home, or even paying for college when they start
For the 12-month period ending in May 2022, the Consumer Price Index for All Urban Consumers (CPI-U) — the most
The U.S. unemployment rate skyrocketed to 14.7% in April 2020 when the economy shut down in response to the pandemic.
Now that you’ve seen last year’s tax results and can see where this year is heading, it may be a
With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance
With more than 7,400 mutual funds to consider in the United States alone, some investors may feel overwhelmed by the
In 2021, U.S. real gross domestic product (GDP) — the value of goods and services produced in the United States
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.
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