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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Time and market performance may subtly and slowly imbalance your portfolio.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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Enter various payment options and determine how long it may take to pay off a credit card.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Understanding the value of a home warranty.
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Take the guesswork out of your IEP or SEP with this helpful article.
Don't let procrastination keep you from pursuing your financial dreams and goals.
A look at the new, record-high retirement contribution limits from the IRS.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When you retire, how will you treat your next chapter?
Do you have causes that you want to support with donations?
Here’s a crash course on saving for college.
Around the country, attitudes about retirement are shifting.
Pundits say a lot of things about the markets. Let's see if you can keep up.