Jenny Lee-Koksal

Jenny Lee-Koksal

About Jenny Lee-Koksal

As Prime Financial Group's Chief Marketing & Digital Officer, I have the responsibility to oversee the planning, development and execution of our firm's entire marketing and digital program, and to ensure our firm's message is distributed, and increasingly actioned across all our channels to targeted audiences.
7 01, 2016

10 Financial New Year’s Resolutions to get you financially fit!

By | January 7th, 2016|Business Owners, Financial & Retirement Planning, Life Events, Professional Executives, Retirees|0 Comments

  What are the Top 10 Financial New Year's Resolutions to get financially fit?   With the new year, it's an opportune time to think about setting some financial goals for the year.   Let's look at some of the financial resolutions to set this year.   Know your 'now' situation   Best way to [...]

11 12, 2015

What is your retirement dream?

By | December 11th, 2015|Financial & Retirement Planning, Investment Advice, Professional Executives, Retirees|0 Comments

  Dreaming of retiring? - What is your retirement dream?   Do you dream of learning Spanish in Spain? Or do you wish you could sail around the world? How about taking the grandkids to Disneyland?     Whatever your retirement dreams maybe, you control your own destiny, and only you have the power to [...]

30 11, 2015

Why strive for financial freedom?

By | November 30th, 2015|Accountants, Financial & Retirement Planning, Life Events, Prime Financial Group, Professional Executives, Retirees, Useful Articles|0 Comments

  Why strive for financial freedom? It seems like a simple question but slightly more challenging when it comes to providing a meaningful answer.   There is no right or wrong answer because everyone is unique, and how you define and value financial freedom is what you do with it. At the end of the [...]

23 11, 2015

Preparing for your first meeting with a financial advisor

By | November 23rd, 2015|Financial & Retirement Planning, Life Events, Professional Executives, Retirees, Useful Articles|0 Comments

  Preparing for your first meeting with a financial advisor?   If you are meeting a financial adviser for the first time, it can be exciting as well as a bit daunting. Exciting because you are all charged up to get your financial position in order, and daunting because you just don't know what to [...]