Wisemoney Solutions is an independent financial wealth firm, located in Claremont, California since 1997. Cynthia Stauffer is a CERTIFIED FINANCIAL PLANNER™ / CFP® Professional, who offers a full range of financial planning, estate planning, retirement planning, tax planning and asset management services through LPL Financial.
At Wisemoney Solutions, we recognize each individual's unique financial needs. We thoroughly evaluate the client's goals, income/estate tax, 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 strategies and solutions that is in the client's best interest. We assist our clients with prioritizing their financial goals, setting realistic expectations, understanding their current financial positions and laying out a prudent and sound road map based on their needs.
Financial planning is a lifelong process and requires coaching, periodic reviews and maintenance to keep its long term financial fitness. We believe through our continual client education, implementation of strategies, monitoring progress and ongoing client/advisor relationships, together, are best ways to pursue your long term goals and live your desirable financial life.
Contact us today at 909-3920186 to schedule a "let's get acquainted" initial review.
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Extended Care: A Patchwork of Possibilities
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Military families face unique challenges, making personal finance even more critical.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
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How federal estate taxes work, plus estate management documents and tactics.
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The importance of life insurance, how it works, and how much coverage you need.
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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.