WiseMoneySolutions.com
Title
Wisemoney Solutions
Description
Wisemoney Solutions is an independent financial services firm, located in Claremont, California, since 1997. Cynthia Stauffer is a CERTIFIED FINANCIAL PLANNER professional (CFP®), who offers comprehensive financial planning services.
At Wisemoney Solutions, we recognize each individual's unique financial needs, we thoroughly evaluate client's goals/objectives, income/estate tax situation, risk tolerance, time horizon, suitability and cash flow needs before making any financial recommendations. Our belief is to provide our clients with objective advice and planning solutions that is in the client's best interest. We assist our clients with prioritizing their financial goals, setting realistic expectations, understanding their financial positions, and laying out a prudent and sound financial road map based on their needs.
Additional Information
Wisemoney Solutions
- Claremont CA 91711
- Toll Free (909) 392-0186
- Fax (909) 392-8992
Related Domains
External Links
- Retirement
- Retirement Planning
- Retirement Asset
- Asset Management
- Asset Allocation
- Retirement Plan
- Planning For Retirement
- Retirement Calculation
- Do I Save Enough
- Can I Retire
- 401k
- 401k Plan
- 401k Rollover
- 401k Contribution Limit
- IRA
- IRA Rollover
- Roth
- Roth IRA
- Roth Taxation
- IRA Penalty
- IRA Contribution
- How
- Much
- Can
- I
- Contribute
- SIMPLE IRA
- SEP
- SEP IRA
- Budgeting
- Annuities
- Mutual Funds
- ETF
- Variable Annuity
- Lifetime Income
- Retirement Income Planning
- CFP
- Cfp
- Financial Planner
- Financial Advisor
- Certified Financial Planner
- College Savings
- Education Savings Account
- Education Planning
- College Tuition Plan
- 529 Plan
- College Funding
- College Savings Account
- 403b
- 403b Plan
- TSA
- 457 Plan
- Tax Planning
- Tax Preparation
- Tax Advice
- Long Term Care
- Long Term Care Insurance
- Life Insurance
- STRS
- PERS