Regardless of the direction the stock market and interest rates take in the future, it?s important to have a trusted advisor you can count on to give you the news straight and look after your best interests. That trusted advisor is Stacie Leake.
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Stacie Leake is President and founder of Prizm Financial Group, a comprehensive wealth management firm located in Ontario, CA. She is an Investment Advisor and Financial Planner and has over 25 years experience in the financial services industry. She has taught thousands of people how to protect and preserve their assets, increase their retirement income and reduce their taxes.
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To develop a financial plan for your future, it?s important for your financial advisor to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. Stacie will work with you to design a financial plan that is both sound and comfortable for you.
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Her areas of expertise include but are not limited to retirement planning, 401(k) rollovers, tax efficient investing, and asset preservation. Stacie believes that successful investing is defined by helping investors determine and meet their investment objectives and truly give an unbiased opinion based on their particular situation.?If necessary, she can refer you to tax professionals or attorneys in the Prizm Financial network to advise you on specific aspects of your financial plan.
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Stacie?s contact information can be found on her website at:
http://www.prizmfinancial.net/contact-prizm-financial.php
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Safe Investing | Annuity Education
Source: http://blog.annuitythinktank.com/archives/12944
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