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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.

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A Living Trust Primer

A Living Trust Primer

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When Heirs are Imperfect

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Spotting Credit Trouble

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Critical Estate Documents

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The Business Cycle

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A Look at Diversification

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Taxable vs. Tax-Deferred Savings

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Disability Income

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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Understanding the cycle of investing may help you avoid easy pitfalls.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Power of Tax-Deferred Growth

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