Financial Counseling

ELIGIBILITY

If you are eligible for FA Benefit Fund benefits, either as a full-time active member of the FA or the Guild of Administrative Officers, or you are a retiree enrolled in and paying for either the Enhanced Plan or Enhanced Plus Plan, you are eligible to participate in the financial counseling program. 

    

THE BENEFIT

The FA Benefit Fund provides for financial consultations and financial education through the investment advisory firm of Stacey Braun Associates, Inc. Financial topics that are covered include but are not limited to:

  • Retirement Planning
  • Refinancing
  • Mortgages
  • Debt Management
  • Budgeting
  • Divorce
  • Investments, e.g., 403(b), Pension Advice
  • Asset Allocation
  • Establishing Risk Tolerance
  • Taxes
  • Inheritance Issues
  • Gifting
  • Estate Planning
  • Savings
  • General Education
  • Elder Care
  • Education Funding, i.e., 529 plans
  • Second Opinions & Life
  • Disability and Long-Term Care Insurance.

Stacey Braun personnel are prohibited from selling investments or insurance products. Stacey Braun is not affiliated with any 403(b) providers. 

SERVICES AVAILABLE AT NO COST TO COVERED MEMBERS

  • Up to five hours of consultation time annually to address various financial questions and situations you may have. Consultations may be attended by anyone the covered member brings with them. Consultations are held virtually, by phone, or at the Fund Office or campus locations on predetermined dates.
  • Unlimited access to Stacey Braun’s proprietary financial website. To access the website, go to staceybraun.com, click Member Login, and use fascc as the User ID and money as the password.
  • Unlimited use of Stacey Braun’s email helpdesk.
  • Periodic financial education webinars/seminars.

Stacey Braun Associates, Inc., is not compensated by any of the products that they may recommend.

OBTAINING THE BENEFIT

To utilize this benefit, contact Stacey Braun at 888-949-1925. Or you may access Stacey Braun’s proprietary financial website: Go to staceybraun.com, click Member Login, and use fascc as the User ID and money as the password.