Stacey Wisman, CLU, CHFC

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Stacey Wisman, CLU, CHFC

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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 start 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.

10/29/2026

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from working and put your finances at risk. Let’s review your protection strategy and help safeguard your paycheck.

“When the well runs dry, we know the worth of water.” – Benjamin Franklin Drawing a poignant parallel between the value of water when the well runs dry and the crucial importance of disability insurance when one is no longer able to earn an income. This piece captures the essence of foresight ...

10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

10/27/2026

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contributions, your benefits can have a bigger impact on your financial future than you might think. Before you click “submit,” let’s make sure you’re getting the most from what’s available to you.

10/27/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

10/22/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4yZXOgb

Ready to start building your plan? Reach out today.

10/20/2026

Financial decisions rarely impact just one person. Whether you’re helping support loved ones, preparing for future education expenses, or thinking about the next generation, creating a financial strategy can help bring clarity and confidence. Let's connect.

10/20/2026

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether permanent life insurance or the use of an available conversion option may be appropriate for your situation.

https://bit.ly/4BgwYBV

Address

6263 N Scottsdale Road, Suite 140
Phoenix, AZ
85250

Telephone

+16026281507

Website

https://kaizen-wealth.com/Stacey-Wisman/

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