PVFT WTF has contracted with Stacey Braun and Associates, Inc. to provide ACTIVE eligible PVCSD Welfare Trust members with financial counseling services.
This Benefit will be available early January 1, 2025 - December 31, 2025
To schedule a consultation - call (888) 949-1925
The Putnam Valley Federation of Teachers Welfare Trust Fund is offering access to a team of Certified Financial Planners® and Registered Investment Advisors to provide PVCSD active eligible members with financial counseling services. The Group Financial Counseling Program is provided and administered by Stacey Braun Associates, Inc.
Stacey Braun Associates, Inc. is an investment advisory company established in 1977 that provides professional financial counseling. Stacey Braun Associates receives no commissions from mutual funds, brokerage firms, insurance companies or any other third party. As a result, Stacey Braun’s advice is unbiased, objective and customized specifically for you and your financial situation.
The program provides participants toll-free telephone consultations with a Stacey Braun Associates Certified Financial Planner® or Registered Investment Advisor. Consultations address the participants’ various financial questions and situations. Calls can be made weekdays from 8 a.m. to 6 p.m. (EST). If a planner or advisor is not available, a phone consultation will be scheduled at a convenient time; appointments can be made before or after normal toll-free hours.
In addition, participants can request customized written summaries and reports on a variety of financial issues. These summaries provide a detailed review and recommendations for the participant’s current situation. Reports may be available upon request following completion of a telephone consultation with a Stacey Braun Planner, or upon completion of a specific questionnaire tailored to the specific financial situation.
Assistance Available for the Following Financial Topics (And More):
1. Pre- & Post-Retirement Planning
2. 403(b) & 457(b) Plan Advice
3. Pension Option Analysis
4. Mutual Fund Questions
5. Establishing Risk Tolerance
6. Asset Allocation
7. Mortgages & Refinancing
8. Debt Management
9. Savings
10. Cash Flow
11. Long-Term Care Insurance
12. Estate & Inheritance Planning
13. Survivorship Planning
14. Financial Advice relating to Divorce
15. Tax Planning
16. Life & Disability Insurance
17. Budgeting
18. IRA Rollovers
19. Social Security
20. Education Funding
21. Elder Care Analysis
22. General Financial Education
In addition to the above, participants can also request assistance in choosing a 403(b) retirement savings program provider available through their employer. Likewise, they can get assistance on reviewing their investment selections offered by their current 403(b) provider. Access to Stacey Braun’s password-protected website and email helpdesk are also included in the program.
One day per quarter, a Stacey Braun planner will be available at a predetermined location for in-person consultations. While you can obtain the same information from the telephone consultations, in-person planning sessions are designed for those who prefer that style of planning.
Please click here for more information about Stacey Braun Associates.
