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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Explore the growing influence women wield over the economy with this handy infographic.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
However exciting retiring abroad may sound, it deserves considerable planning.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There are a few things to consider when buying or leasing your next vehicle.