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Retirement Redefined Acres of Diamonds Investments Surprises

Wisemoney Solutions is an independent financial planning 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.

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 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 accomplish 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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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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There are three things to consider before dipping into retirement savings to pay for college.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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