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A financial planner is someone who helps you manage your finances, so that your money is working as hard as it possibly can for you. They can help put you on the right path for a more financially secure future. Financial planners advise individuals on how to best save, invest, and grow their money. They can also help with a specific financial goal — such as preparing to buy a house, how to save for the college education of children, and how to prepare for retirement or estate planning. Financial planning benefits people at all life stages, not just those approaching retirement.
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When you take advantage of the Financial Planning and Credit Counseling services made available through Stacey Braun Associates, Inc., you get unbiased, objective advice only; no investment or insurance products are sold.
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Stacey Braun Associates, Inc. was founded in 1977 for the primary purpose of providing asset management services to labor-management pension funds, union and corporate organizations, as well as individuals.