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.

09/02/2026

The dreams that matter most to you — that’s exactly what I’m here to help protect, drawing on MassMutual’s 175 years of purpose. Let's talk about how.

09/01/2026

Help secure your legacy while preparing for long term care. Use our Cost of Care Estimator to understand potential long term care costs, then reach out to learn how they may fit into your overall financial strategy.

https://bit.ly/4wXWrg7

09/01/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access...
08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4gUolVE

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

08/26/2026

Helping you to secure your legacy while preparing for long term care. Let’s connect.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving nee...
08/25/2026

You save, you build, and you work hard, but is your protection keeping up? Let’s make a plan that fits your evolving needs.

08/24/2026

Backed by strength. Built for what’s next. Let’s celebrate together.

Address

6263 N Scottsdale Road, Suite 140
Phoenix, AZ
85250

Telephone

+16026281507

Website

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