Insurance

Proper insurance is an important component of any financial plan. Stacey Braun planners work with clients to make sure contingencies don’t imperil financial security and peace of mind. Emphasis is placed on considering and explaining appropriate policies that compliment one’s financial objectives in a cost effective manner.

About Stacey Braun

In 2001, Stacey Braun created a "boutique" financial planning and investment division that is staffed with Registered Investment Advisors (RIA), Certified Financial Planners (CFP) and Enrolled Agents (EA) to assist you with our comprehensive approach to investment planning and to provide you with a wide array of financial services.