Stacey Braun Associates, Inc. provides fee-based financial planning programs through union benefit funds and voluntary organizations.
Our programs are designed to assist participants with all facets of financial planning. Financial topics covered include but are not limited to:
o Retirement Planning
o Investment Planning
o Tax Planning
o Education Funding
o Estate / Inheritance Planning
o Debt Management
o Budgeting
o Elder Care Analysis / Survivor Planning
o Refinancing
o Home Purchases
o Real Estate
o Financial Advice On Divorce Matters
o Selecting Appropriate Insurance Coverage
o 401(k), 403(b), 457(b) Plan Allocation Reviews
o Rollovers
o Pension Election Decisions
Participants can receive advice via personal and/or phone consultations as well as seminars.
Programs can be customized to meet the requirements of a specific group or organization.
For additional information about Stacey Braun’s Financial Planning Programs please contact Douglas Wexler, 888-949-1925 or dhwexler@staceybraun.com.