MTA Benefits

MTA members have access to confidential financial consultations with a Certified Financial Planner™ from Stacey Braun Associates, Inc. through the MTA Benefits Financial Counseling program.

Members who enroll in this program will receive:

  • Three (3) hours of phone or virtual financial planning consultations
  • Customized written summaries and reports upon request
  • Unlimited access to the firm’s website and email helpdesk
  • Assistance on financial topics, including:
    • 403(b) & 457(b) plans
    • Pre- & post-retirement planning
    • Pension
    • Mortgages & refinancing
    • Debt Management
    • Savings
    • Education funding
    • Elder care analysis

Annual Fee: $375

A Certified Financial Planner provides unbiased advice that is not commission driven. There is no product for sale by the financial planner, so the consultations will not involve sales pressure.

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Download Enrollment Form PDF

Watch our short introduction video to introduce yourself to or reacquaint yourself with the Program. See how it works, and learn about its features and the different ways it can help you!

Call 888-949-1925 to make an appointment or complete the form below: