"Words mean more than what is set down on paper. It takes the human voice to infuse them with deeper meaning."
The Financial Helpline service provides employees and members with ongoing financial coaching and guidance from unbiased Certified Financial Planner™ professionals. The service allows employees the ability to work with either the same financial planner, at their convenience, whenever they need expert guidance and support. Typically, callers begin the process with a significant financial problem; then after they resolve that problem, they graduate to more proactive financial planning issues, such as saving for a home, sending children to college or reducing taxes.
- Unlimited usage allows employees to get as much guidance as they need, on their time, at their pace.
- Highly cost effective way to provide a level financial benefit, which is equally available to all employees.
- Excellent tool for employers who have employees located in offices all over the country, where it isn't feasible to reach all employees with in person education.