*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.
Healthcare costs are on the rise, and employers expect double-digit growth in the next decade. As a result, there’s a
Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows
As an employer, you’re responsible for keeping your company’s retirement plan in compliance at all times. Additionally your plan document
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing
Recently the Bell vs. ATH Holding Company, LLC (a subsidiary of Anthem, Inc.) lawsuit settled. This is frequently referred to
Kameron Jones, Senior Advisor As Americans look into the future and towards retirement, many understand that maintaining their health will
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing
Legislation to help Americans save more for retirement It’s no secret that Americans are not saving enough for retirement. The
Morgan Davis, Plan Advisor As you bask in the glory of summer over the next couple of months, don’t forget
Adapt to the shifting priorities of modern workers to attract and retain the best talent Longevity, demographic changes and technological
Healthcare costs are on the rise, and employers expect double-digit growth in the next decade. As a result, there’s a growing trend toward financial wellness
Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows companies to focus more on
As an employer, you’re responsible for keeping your company’s retirement plan in compliance at all times. Additionally your plan document should be reviewed on an
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, Is
Recently the Bell vs. ATH Holding Company, LLC (a subsidiary of Anthem, Inc.) lawsuit settled. This is frequently referred to as the “Anthem Settlement” (the
Kameron Jones, Senior Advisor As Americans look into the future and towards retirement, many understand that maintaining their health will be an important part of
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, One
Legislation to help Americans save more for retirement It’s no secret that Americans are not saving enough for retirement. The U.S. Government Accountability Office (GAO)
Morgan Davis, Plan Advisor As you bask in the glory of summer over the next couple of months, don’t forget the three F’s that define
Adapt to the shifting priorities of modern workers to attract and retain the best talent Longevity, demographic changes and technological innovation have revolutionized the world
Healthcare costs are on the rise, and employers expect double-digit growth in the next decade. As a result, there’s a
Many companies are outsourcing more and more activities, mainly because outsourcing can provide cost savings and increase productivity. Outsourcing allows
As an employer, you’re responsible for keeping your company’s retirement plan in compliance at all times. Additionally your plan document
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing
Recently the Bell vs. ATH Holding Company, LLC (a subsidiary of Anthem, Inc.) lawsuit settled. This is frequently referred to
Kameron Jones, Senior Advisor As Americans look into the future and towards retirement, many understand that maintaining their health will
Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing
Legislation to help Americans save more for retirement It’s no secret that Americans are not saving enough for retirement. The
Morgan Davis, Plan Advisor As you bask in the glory of summer over the next couple of months, don’t forget
Adapt to the shifting priorities of modern workers to attract and retain the best talent Longevity, demographic changes and technological
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
