Financial Planners - Who Needs Them?

We have contracted with a number of financial planners who can provide certain services to you as follows:

• We provide a consultation with each member.
• At member's request, a financial advisor will prepare a written financial analysis at a discounted cost.
• To the extent the member wishes us to do so, we assist with implementation of the financial plan.
• The advisor meets regularly with the member to discuss progress and adjusts for changes in the individual's financial situation.
• Each financial plan is backed by a 2-year money-back guarantee.

Our Financial Advisors undergo a fifteen-month training program, generally recognized as one of the best in the industry and have completed the NASD general securities examination. Advisors are supported by a complete staff of tax and financial planning professionals.

For a referral to a financial planner, call the Legal Hotline at 1-800-562-2929, press 1, then 2. Customer Service Representatives are available to assist you during the hours of 8:00 am Central Time to 7:30 pm Central Time. You may also e-mail a request by clicking below. Please include the city you would like the Financial Planner in and your name and a phone number where we can reach you. Your request will be processed during the hours listed above and will be answered by the next business day. The Legal Hotline is available to answer any questions you might have about your Access Financial program.



Financial Planners - Who Needs Them?

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Sections Available in Access Financial

Introduction to Financial Planning Ideas of Where to Start Your Financial Goals Financial Planners - Who Needs Them? The Most Important Part of Financial Planning: Why do I Need Goals? Let's Get Started-How? Stocks Mutual Funds Investing in Retirement Funds Investing In Fixed-Income Securities During Retirement, What Planning Should Retirees Do Before They Retire Estate Planning & Financial Planning