A financial planner is someone who helps you manage your finances, so that your money is working as hard as it possibly can for you. They can help put you on the right path for a more financially secure future. Financial planners advise individuals on how to best save, invest, and grow their money. They can also help with a specific financial goal—such as preparing to buy a house, how to save for the college education of children, and how to prepare for retirement or estate planning. Financial planning benefits people at all life stages, not just those approaching retirement.
Many financial planners charge a fee for their services, but as a dues-paying PEF member or PEF retiree, you’re entitled to a free, annual, one-hour, personal consultation and comprehensive financial overview when you take advantage of the financial planning services made available to you by PEF Membership Benefits Program and Stacey Braun Associates, Inc.
Your free, annual consultation will take place with one of Stacey Braun Associates’ Certified Financial Planner® or Registered Investment Provider, a financial expert who can help you plan your financial future.
When you take advantage of the Financial Planning and Credit Counseling services made available through Stacey Braun Associates, Inc., you get unbiased, objective advice only; no investment or insurance products are sold. Depending on your unique situation, the planner might recommend that you speak with a credit counseling expert. This benefit is available through Money Management International and includes a confidential discussion with a Money Management Credit Counselor who can provide advice and guidance regarding financial hardship.
|FREE overview of your financial picture||Financial vital signs reveal crisis symptoms*|
|Establish financial goals/action plan
to reach goals
|Immediate debt counseling|
Note: Credit counseling sessions are free to represented PEF members and retirees. However, if you enter into a debt management plan with Money Management International, monthly fees will apply.
Set up your appointment for your free, annual, one-hour personal consultation by:
Calling toll-free (888) 949-1925,
Or by visiting www.staceybraun.com and use the following log-in and password:
You may specify the topics you would like to discuss when you set up your appointment.
Stacey Braun Associates, Inc. was founded in 1977 for the primary purpose of providing asset management services to labor-management pension funds, union and corporate organizations, as well as individuals.
In 2001, Stacey Braun introduced the Financial Planning Division in response to a need for objective programs that would help the employees and union members of their institutional clients better comprehend their personal finances and help them attain their financial goals. A founding concept is that these services are offered in an unbiased fashion and without sales pressure. Today, Stacey Braun Associates, Inc. offers Financial Planning Programs to over 600,000 participants in the tri-state area.
In addition, Stacey Braun supports the PEF Membership Benefits Program by providing educational seminars for PEF members/retirees on a variety of financial planning topics.
Money Management International is the largest full service, non-profit, consumer credit counseling organization in the nation. They offer a variety of financial counseling and educational services, including debt and budget counseling, student loan counseling, foreclosure counseling, bankruptcy education, and more.