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Group Financial Counseling Program

The NYSUT Member Benefits Corporation-endorsed Group Financial Counseling Program is only available for purchase by local associations, their benefit funds and employers. This group plan is not available to individual members, who can click here for information on the endorsed voluntary Financial Counseling Program.

This program offers you access to a team of Certified Financial Planners® and Registered Investment Advisors to provide you with fee-based 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 fee-based professional financial counseling for both groups and individuals. Being fee-based, 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.

Eligibility
This program is only available for purchase by local associations, their benefit funds and employers. The program covers all group participants and their spouses or domestic partners.

Cost of Plan
The Group Financial Counseling Program costs $35 per plan participant per year.

Click here for information about purchasing this program through your local association.

For more information, contact Member Benefits at 800-626-8101 weekdays from 9 a.m. to 5 p.m. (EST).

The NYSUT Member Benefits Corporation-endorsed Group Financial Counseling Program is provided and administered by Stacey Braun Associates, Inc.

Plan Features
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.

Topics that can be Discussed with a Planner or Advisor (Among Others):
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.

The Stacey Braun Associates, Inc., Group Financial Counseling Program is a NYSUT Member Benefits Corporation (Member Benefits)-endorsed program. Under an agreement with Stacey Braun, Member Benefits has an endorsement arrangement of $5 per participant. All such payments to Member Benefits are used solely to defray the costs of administering its various programs and, where appropriate, to enhance them. Member Benefits acts as your advocate; please contact Member Benefits at 800-626-8101 if you experience a problem with any endorsed program.

Agency fee payers to NYSUT are eligible to participate in NYSUT Member Benefits-endorsed programs.