Stacey Wisman, CLU, CHFC

Stacey Wisman, CLU, CHFC Financial Planner at Kaizen Wealth - Your Financial Success may be Closer than you Think. Are you ready to get the conversation started? California License

With so much uncertainty today - the virus, the stock market, the economy - now is a great time to start a relationship with a Financial Advisor. I can help you to be better prepared for unexpected life events as well as to achieve your long-term goals. There is no obligation or fee for an initial consultation and no income or wealth minimum.

* Do I have enough life insurance?
* How should I star

t saving for my children's education?
* Am I on track for retirement?
* Should I rebalance my investments?
* Should I start saving more? No matter where you are in your Financial journey, it's always a good time to start a discussion with a financial professional. Message me to request a phone call or ZOOM video conference meeting at your convenience. I look forward to being a resource for you. YOUR FINANCIAL SUCCESS MAY BE CLOSER THAN YOU THINK. https://www.financialguide.com/stacey-wisman-clu-chfc

I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 17550 N. Perimeter Dr. Suite 450, Scottsdale, AZ 85255 (480) 538-2900. • I am licensed to sell insurance in: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WI, and WV and securities in: AZ, CA, FL, NY, TX, and WA.

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s...
06/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/4vzuafy

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your sav...
06/10/2026

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your savings support your next chapter? Book an appointment to review your retirement strategy and make a plan that works for you.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/09/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial...
06/09/2026

Your future deserves the same care. A quick check-in can bring more clarity and organization to your long‑term financial plans, and I’m here to help.

06/09/2026

Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

Address

6263 N Scottsdale Road, Suite 140
Phoenix, AZ
85250

Telephone

+16026281507

Website

Alerts

Be the first to know and let us send you an email when Stacey Wisman, CLU, CHFC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category