A finance and econom-
ics major from the Uni-
versity of West Florida,
Mal has lived on the Gulf
Coast all his life. Mal is
a family man married to
Martina, and they have a
daughter, Alex. Passion-
ate about giving back to
the community, Mal is a
Shriner and in his spare
time Donor Coordinator
Chairperson for Tampa
Shriners Hospital for
Children. His commu-
nity involvement also
includes years of service
as a youth football coach.
It’s only natural that Mal
takes that same giving heart and coaching mentality to his practice at
Iron Plan Solutions Group (IPS). Mal implements a process that pro-
vides peace of mind to business owners helping plan their exit strategy/
business succession plan as well as, protecting the owner from unfore-
seen pitfalls that come along in the daily functions of running a success-
ful business.
“If it’s your life’s work, the plan should
provide peace of mind!” ~Mal Mason
Annalee Leonard has
been helping clients with
retirement and legacy
planning since 1989. She
established Mainstay
Financial Group to ensure
her clients were being
served ethically and fairly.
As an Investment Advisor
Representative, she has
a fiduciary responsibility
to act in the client’s best
interest.
Annalee is also a
member of Ed Slott’s
Master Elite IRA Advisor
Group™, an exclusive
organization of financial
advisors who are dedicated to
being leaders in the industry.
Elite IRA Advisors are equipped with up-to-date tools and resources
to help their clients.
You can always find Annalee with her three miniature schnauzers:
Beau, Jolie, and Bella! They quite often make an appearance on the
Winning with Annalee radio show on Newsradio 1620 and television
show on Blab TV.
Let’s Get Fiscal, LLC
Shannon Harrold, Owner
2020 N Palafox Street
Pensacola 32502
(850) 368-1961
LetsGetFiscalLLC@gmail.com
Financial Leaders in the Pensacola Area
Mainstay Financial Group
Annalee Leonard
Investment Advisor
Representative
2810 East Cervantes St.
Pensacola 32503
(850) 437-3127
MainstayFG.com
PowerofE3.com
March 2018 | 25
IPS Group, LLC
Ralph (Mal) Mason, CEO
Strategic Business Planner
308 W Government Street
Pensacola
(850) 607-6064
MyIronPlan.com
We are a new tax business here in
Pensacola offering individual and
business tax preparation. I started
working in the tax business to make
extra money, as a single mom, while my
oldest son was in high school. I quickly
discovered a love for doing taxes. While
working for a large national tax chain, I
realized I could offer the same services
and more for about half the price in most
cases. I am very passionate about being
able to offer people quality tax service at
a fair cost, so clients can save money and
keep their business local.
* Investment Advisory Services offered through AlphaStar Capital Management, LLC, a SEC
Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by
the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
AlphaStar Capital Management, LLC and Mainstay Financial Group are independent entities.
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