Financial Counseling Program

The Financial Counseling Program (FCP) will provide you with a personal financial planner to review your finances, help answer your financial questions, and assist you with the development of a financial strategy. There is no out-of-pocket cost to you -- the program is funded by the NSSFE Benefit Trust.

Stacey Braun Associates, Inc. administers the program and is the only financial services company vetted & endorsed by NYSUT Member Benefits. Certified Financial Planners® and Registered Investment Advisors will provide objective and unbiased advice regarding debt management; 403(b) allocations and decisions, including rollovers; retirement planning; insurance; investing; college planning & budgeting; plus much more. Please note that Stacey Braun’s representatives are PROHIBITED from selling investment and insurance products and are not affiliated with any 403(b) providers.

Financial Counseling

To schedule an appointment, call 1-888-949-1925.

Private, individual consultations are held via web conference, phone and/or in person. You can receive up to six hours of consultation time annually. Spouses and/or other family members may attend consultations with you. Consultations can include private, personalized discussions about some or all of the following: Retirement Planning, Refinancing, Mortgages, Debt Management, Budgeting, Divorce, Investments (403B, Pension Advice), Mutual Fund Questions, Asset Allocation, Establishing Risk Tolerance, Taxes, Inheritance Issues, Gifting, Estate Planning, Savings, Cash Flow, General Education, Elder Care, Social Security, Education Funding (i.e. 529 plans), Second Opinions & Life, Disability and Long-Term Care Insurance

Proprietary Website

This password-protected website is a useful financial tool intended to address many of your concerns. The website contains financial narratives, market data, quotes, charts, portfolio tracking, financial news, financial glossary, financial calculators, links to other useful financial sites, and the email helpdesk.

Website: Member Login - Stacey Braun Associates, Inc.

Username: northshore
Password: money