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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Pullbacks, Corrections, and Bear Markets
Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.
Preserve your hIgh net worth with these foundational tips.
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Calculating your potential Social Security benefit is a three-step process.
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Learn about a financial asset that can help you build a stronger financial future.
Did you know that U.S. households carry nearly $7000, in revolving credit card debt from month to month?
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What is Life Insurance? Part 1
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Check out this video to begin separating fact from fiction.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.