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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Making the most of surprises is a great reason to work with us.
Retirees traveling abroad need to know that their health insurance travels with them.
Good employee health can be great for the company’s bottom line.
What kind of auto insurance should you have? Do you know?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
A few strategies that may help you prepare for the cost of higher education.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a quick guide to checking to see if you have unclaimed money.
Around the country, attitudes about retirement are shifting.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Even low inflation rates can pose a threat to investment returns.
What if instead of buying that vacation home, you invested the money?