Professional Help for Your Financial Questions

To get informed about your finances, call 1-800-541-9701 and provide your name, membership number and the type of financial matter you need consultation on. Whether you need credit counseling, tax planning, retirement or college tuition planning, you can speak with a professional to make sure you’re making informed choices. Members receive a 30-minute consultation at no additional cost with a financial professional. Members also receive a 30-minute income tax planning related consultation per year on each separate tax issue you encounter. Additional services are provided for only $39.95 with unlimited access. Plus, members receive a 25% discount off the normal fee for the preparation of all personal income tax documents by a CPA or EA.