Financial Planning Service
Focused specifically on educating the public on sound personal financial skills and money management principles.
Making more money, holding on to it, controlling where it goes-these all involve many complicated issues that require expert guidance if you’re going to get the results that are most satisfying to you.
Financial Planning Service Benefits
Included Services
- Financial assessment by Financial Planning Specialists
- Easy-to-use online financial calculators
- Access to "Ask Susan", an Internet based program for a personal response to financial questions
- Private self-paced courses that help you learn skills for smart money management
- Money Tips and Facts – practical ways to take control of your spending
- Home purchase vs. rent analysis and tax implications
- Mortgage counseling
- Help deciding the best ways to pay for college
- Sound strategies on saving for retirement
Plan for the future through expert planning advice and education.
Get the help you need to analyze and resolve complex financial issues.
How to use the program
Call the toll free number, 24 hours a day, 7 days a week
Be sure to include your Member ID found in your Welcome Letter. You may call for financial planning advice as often as you like with no consultation time limits. (Your spouse or partner is always welcome to join in any conversation) When a staff financial advisor must research a question, he or she will respond within 24 hours.
Financial Planning Service does not sell financial products or accept commissions. Thus, there is no counseling bias on the part of our staff financial advisors, ensuring that you will get objective answers you can trust.
Call Financial Planning Service for clear,
no-nonsense answers to a broad range of questions
