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    • About Our Workshops
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    • FAQs
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    • Book an Appointment
  • Contact Us

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Our team consists of licensed, experienced financial advisors and insurance brokers that can help provide you with options for what you are looking for.  


Not sure what you need?  Our financial professionals can take your financial goals, and/or concerns, and breakdown what options would be available for you to fit your needs and help you get closer to meeting those goals. 

Book an Appointment

Ready to talk to someone about what you are looking for?  Schedule a one-on-one consult with one of our financial planners today!

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Investments

IRA & Rollovers

529 & Custodial Accounts for Minors

Investment Brokerage Accounts

Investment Brokerage Accounts

529 & Custodial Accounts for Minors

Investment Brokerage Accounts

529 & Custodial Accounts for Minors

529 & Custodial Accounts for Minors

529 & Custodial Accounts for Minors

Trust Held Investment Accounts

Trust Held Investment Accounts

529 & Custodial Accounts for Minors

Charitable Remainder Trusts

Trust Held Investment Accounts

Charitable Remainder Trusts

Special Needs Trusts

Trust Held Investment Accounts

Charitable Remainder Trusts

Variable Annuities

Variable Annuities

Variable Annuities

Insurance

Term Life Insurance

Income Protection (Disability)

Permanent Life Insurance

Permanent Life Insurance

Income Protection (Disability)

Permanent Life Insurance

Income Protection (Disability)

Income Protection (Disability)

Income Protection (Disability)

Long Term Care

Income and Fixed Annuities

Income Protection (Disability)

Income and Fixed Annuities

Income and Fixed Annuities

Income and Fixed Annuities

Business Planning

Group Benefits

C-Suite Executive Benefits

C-Suite Executive Benefits

C-Suite Executive Benefits

C-Suite Executive Benefits

C-Suite Executive Benefits

Retirement Planning

C-Suite Executive Benefits

Retirement Planning

Succession Planning

Key-Person Insurance and Retention

Retirement Planning

Key-Person Insurance and Retention

Key-Person Insurance and Retention

Key-Person Insurance and Retention

Copyright © 2023 Her Slice of the Cake - All Rights Reserved.  


Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC Member SIPC. (6263 N Scottsdale Rd, Suite 140, Scottsdale, AZ 85250; 480-538-2900).  Her Slice of the Cake is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.


Stephanie Ellsworth is licensed to sell insurance in AZ, CA and OK. 

CA Insurance License #: 4328667


Check the background of this investment professional on FINRA's Broker Check.

https://brokercheck.finra.org/

https://www.sipc.org/

CRN202806-8822565


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