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Retirement Planning Specialist
"Invest wisely, tax efficiently and retire comfortably"
Wisemoney Solutions is an independent financial planning firm, located in Claremont, California, since 1997. Cynthia Stauffer is a CERTIFIED FINANCIAL PLANNER professional (CFP®), who offers financial planning, retirement planning, tax planning, estate planning and asset management services in Claremont, La Verne, San Dimas, Rancho Cucamonga, Alta Loma , Upland, Glendora and Inland Empire areas.
At Wisemoney Solutions, we recognize each individual's unique financial needs, we thoroughly evaluate client's goals/objectives, income/estate 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 solutions that is in the client's best interest. We assist our clients with prioritizing their financial goals, setting realistic expectations, understanding their financial positions, and laying out a prudent and sound financial road map based on their needs.
Financial planning is a lifelong learning process and requires coaching, periodic reviews and maintenance to keep it's financial fitness. We believe through our continual client education, implementation of strategies, monitoring and ongoing client relationships, together, are best ways to accomplish your goals and your desirable financial lifestyle.
Contact us today at 909-392-0186 to schedule a "get acquainted" initial review.
NPC Privacy Policy
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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities licensed associates of Wisemoney Solutions, are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORPORATION (NPC), NPC of America in FL & NY, Member
FINRA
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SIPC
, and a Registered Investment Adviser, Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in aparticular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Wisemoney solutions and NPC are separate and unrelated companies. |
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Securities & advisory services offered through NATIONAL PLANNING CORPORATION (NPC), member of
FINRA
/
SIPC
, a Registered Investment Adviser. Wisemoney Solutions & NPC are separate and unrelated companies. The Opinions voiced in all araticles are for general information only. They are not intended to provide specific advice or recommendations for any individual and do not constitute an endorsement by NPC.
The opinions voiced in all articles are for general information only. They are not intended to provide specific advice or recommendations for any individual and do not constitute an endorsement by NPC.
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