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Financial Planning

Customized planning and objective advice

Planning is one of the most important steps when evaluating your financial well-being, but it’s often an overlooked one. Perhaps it’s been on your “to-do” list for years, but somehow it keeps getting pushed down the list. You might think you don’t have time or you don’t know how to go about choosing a reputable company. Stacey Braun Associates, Inc. has a history of success with financial planning programs for unions, and now their services are available to MTA members.

For $140 per year, you’ll have access to three (3) hours of financial planning services, written summaries and financial reports upon request, password-protected access to Stacey Braun’s proprietary website and a 24-hour email help desk. Plus, use several online calculators to find out how long until you’ll pay off your credit card, how much you need to save for a child’s education, how much you should save each month and more.

Topics of discussion with an advisor include, but aren’t limited to:

  • 403(b)/457(b)
  • Budgeting
  • Estate Planning
  • Insurance
  • Investing
  • Pension
  • Retirement
  • Taxes

For more information, or to sign up, contact Jen Landicho, jlandicho@staceybraun.com or 888.949.1925

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