The firm advises unions and companies on group insurance products such as:
  • 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 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.