Legal / Financial / Consultations

Legal
Employees and family members may receive one initial thirty–minute office or telephone consultation per separate legal matter (up to three per year) at no cost with a network attorney. If the member decides to retain the participating attorney after the initial consultation, the member will be provided with a preferred rate reduction of 25% from the attorney's normal hourly rate.

Information and assistance is available for the following:

• Civil Matters
• Consumer–Related Issues
• Personal and Family
• Business Concerns
• IRS Matters
• Income Tax Preparation
• Wills and Estate Planning
• Real Estate

Financial
Employees and family members are entitled to no cost telephonic consultation with a counselor. Typical matters include credit counseling, debt and budgeting assistance, tax planning, retirement, and college planning questions.

Each covered employee is entitled to no cost telephonic consultation with financial counselors. These services are provided by seasoned financial professionals and licensed CPA's. Telephone consultations are from thirty to sixty minutes per issue. Rate discounts are available for additional financial counseling and local referrals are available for more complex financial planning issues.

Information and assistance is available for the following:

• Financial Planning
• Financial Calculators
• Business Taxes
• Budget Help
• Retirement Planning
• Credit Counseling
• Loans/Mortgages
• Investments
• Social Security

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