The Benefits


Financial Help Line

Financial Help Line, created by a Big 5 Accounting Firm, offers easy access to experienced, certified financial counselors who objectively respond to financial questions and concerns. Responses are received within one business day, usually within four hours, to save members time, money and effort. Members may also obtain valuable information through the website which contains financial planning tools and articles.

  • Confidential, objective guidance from experienced, certified financial counselors

  • Bi-lingual counselors are available via phone or internet

  • Direct access to interactive calculators, glossaries and financial planning tools

  • Direct link to the Financial Lifeline website, featuring an extensive library of financial planning related articles focusing on "how to" checklists, fact sheets and other lists to help plan ahead

Note: Financial Help Line does not provide investment, legal or tax advice. Counselors do not prepare tax returns.

*Discounts on professional services are not available where prohibited by law.

-- Payment must be made at the time of service in order to receive a discount.

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