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Limited Program

For an annual fee, the 403(b) Limited Financial Counseling Program offers up to six hours per year of toll-free telephone consultations with a Stacey Braun Associates Certified Financial Planner® or Registered Investment Advisor to discuss your 403(b) retirement savings program only.

Specific assistance in selecting an appropriate 403(b) program available through your employer or with the investment allocation of your 403(b) assets is included. Calls can be made weekdays from 8 a.m. to 6 p.m. (EST). If a planner or advisor is not available when you call, you can schedule a phone consultation at a time convenient for you; appointments can be made before or after normal toll-free hours.

Please note that website access, email helpdesk and in-person consultations are not included with the 403(b) Limited Financial Counseling Program.