WealthSpring Information

More than ever, it pays to consider carefully your criteria for choosing an investment professional. Access to powerful planning tools and a wide range of investment alternatives are essential. However objectivity, independence, and skilled coordination, proven through experience, are the keys. The professionals at WealthSpring Partners provide investment advice based on a philosophy of service that revolves around you. Starting with a detailed understanding of your financial situation and goals, we build a plan to match. We then monitor and manage your portfolio to keep all relevant family members informed and involved through periodic updates and scheduled reviews. ---------------------------------------------------------------------------------------------- The financial advisors of WealthSpring are registered representatives and investment adviser representatives with/and offer securities and advisory services through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Financial planning services offered through WealthSpring are separate and unrelated to Commonwealth. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Ted Athans CA Insurance Lic.# 0C52870, Jay Douglas CA Insurance Lic.# 0C78522 WealthSpring Long Beach: 5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815 Orange County: One Park Plaza, Suite 600, Irvine, CA 92614 San Luis Obispo: 1360 Marsh Street, San Luis Obispo, CA 93401 Chino Hills/Chino Valley: 15338 Central Avenue, Chino, CA 91710 Santa Rosa: 1550 Airport Boulevard, Suite 205, Santa Rosa, CA 95403 Phone (888) 491-4410 | Fax (562) 491-4411