- Group Life Insurance
- Health Insurance
- Dental Insurance
- Group Short Term Disability Insurance
- Group Long Term Disability Insurance
The firm offers comprehensive services, in addition to seeking out the best bids, representatives will assist in the design and implementation of any policy. Further, we can help your members or employees integrate the coverage they secure through your institution with their personal financial plan.
About Stacey Braun
In 2001, Stacey Braun created a "boutique" financial planning and investment division the is staffed with Registered Investmenr 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.