MTA BENEFITS FINANCIAL PLANNING PROGRAM
The right idea, suggestion or timely bit of information can sometimes make a transformative difference in one’s financial well-being—and in one’s financial future and outlook. Whether it is exploring investment or insurance choices; examining the quality, suitability and risks of an investment portfolio; or simply a "wellness checkup" to confirm the soundness of one’s financial affairs and plans, almost everyone can benefit from objective information and independent advice. A professionally reviewed, thoughtful plan can make all the difference.
Stacey Braun Associates, Inc., has recently been endorsed by MTA Benefits. The firm has provided financial planning services to educators for more than 20 years.
For an annual fee of $140 (renewed solely at the member’s discretion), up to three (3) hours of annual videoconferencing and/or telephone time can be arranged to suit any schedule.
Topics could include:
- Saving for a specific purpose, such as for a home or for college
- Retirement Planning
- Life Insurance
- Investment Theory and Asset Allocation
- Budgeting
To learn more, call 888.949.1925 or visit www.mtabenefits.com/staceybraun.
Stacey Braun Associates, Inc., will not sell any investment, insurance, or other products. The firm is not affiliated with any 403(b) or 457(b) providers.
