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.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
When considering life insurance, it's important to understand your options.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Lifestyle considerations in creating your retirement portfolio.
Even if you’re young and single, you should still consider protecting yourself.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
When do you need a will? The answer is easy: Right Now.
When should you take your Social Security benefit?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Pundits say a lot of things about the markets. Let's see if you can keep up.