Your Financial Future
You, your story, your life, and your situation, are uniquely yours. Our focus at Wellspring Advisor Group is simple - it's you.
We are in the business of helping you with your wealth management and retirement goals. You know where you want to go - we're here to help you make it happen.
Most of our clients are successful entrepreneurs in the professional service fields such as physicians and physician groups, law firms, CPA firms and engineering firms.
We take a departure form proprietary products, fads, media hype and the trend marketing of traditional financial firms.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do your insurance needs stay the same when the nest empties?
A quick look at how federal income taxes work.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Five phases to changing unhealthy behaviors.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The decision whether to buy or rent a home may have long-term implications.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investors seeking world investments can choose between global and international funds. What's the difference?