Toni Stone Email & Phone Number

Toni Stone joined Strategic Financial Solutions in 2012, and has over 23 years of corporate retirement plan experience. She spent the first 10 years of her career working for the Principal Financial Group® in Des Moines as a Client Service Associate, Training Associate, and Senior Client Service Coordinator all within the Retirement & Income Solutions area. Toni received extensive plan administrative services training as an employee of the Principal Financial Group and has worked with many different types of retirement plans including Corporations, Not For Profit Organizations, Qualified, Non-Qualified, and ESOP plans. Toni works to actively drive ongoing implementation of the Strategic Financial Solutions service model for our retirement plan clients. She is directly responsible for the servicing, direction and coordination of our corporate retirement clients., She provides hands-on service to clients large and small, to help meet each client’s servicing needs. Toni joined this business because she truly enjoys working with financial professionals to help deliver the message about the importance of retirement planning.Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org. Strategic Financial Solutions 222 3rd Ave SE STE 280 Cedar Rapids, IA 52401 (319) 730-1048. This communication is strictly intended for individuals residing in the state of IA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Listed skills include 401 And Simple Iras, Asset Allocation, Business Continuation Strategies, Deferred Compensation Plans, and 5 others.