Estate Planning & Financial Planning

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.

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.

Estate Planning & Financial Planning

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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