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Financial issues can arise at any time, from dealing with debt to saving for college. In good times and bad, everyone can benefit from help with personal financial management. It is not enough to read good advice in a book or magazine – to achieve your financial objectives, you may need individual assistance from an experienced financial professional.

As a member, you can access FinancialConnect professionals to discuss your financial concerns, including:

  • Getting out of debt
  • Credit card or loan problems
  • Saving for the future
  • Tax questions
  • Financial aid questions

FinancialConnect professionals have been trained to be sensitive to the emotional needs that accompany financial issues. A staff of experts, including Certified Public Accountants (CPAs), Certified Financial Planners (CFPs) and other professionals are exclusively dedicated to providing you valuable advice over the phone.

For individualized investment advice you can be referred to a CFP in your local community.

FinancialConnect is a registered trademark of ComPsych®Corporation.

This is not an Insurance

From time to time the Association’s board evaluates service and discount proposals from various companies. Services and discounts may be enhanced or reduced based on the board’s evaluation. Structure and dues are subject to change based upon the membership size and changes in the services and discounts. The Association continually looks for privileges that maximize your consumer dollars and improve the well being of your business and household. Although the Association investigates each of the service providers, it cannot warrant or guarantee their performance. If you have any comments about the providers or their services, please call the Association Membership Services Office toll free number 1-800-992-8044.

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