Broker Check

Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Wisemoney Solutions is an independent wealth management firm, located in Claremont, California since 1997.  Cynthia Stauffer is a CERTIFIED FINANCIAL PLANNER™ 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, 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 strategies 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 consistent 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.

Helpful Content

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

View all articles arrow

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

View all calculators arrow

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

View all videos arrow