Financial Hotline
PAS card Members enjoy unlimited professional financial advice.
The PAS Financial Hotline provides sound personal financial and money management advice. Objective advice is convenient and instant through live one-on-one consulting with a financial planning professional.
We do NOT sell financial products or accept commissions, so there is no counseling bias on the part of out staff professionals, ensuring that you will get objective answers you can trust.
Included Services
- Access to Financial Planning Specialists
- 401(K) and IRA analysis - regular vs. Roth
- Home purchase vs. rent analysis and tax implications
- 529 explanations
- Small business assistance - Sub S, C-Corp, Sole Proprietorship, LLC
- Mortgage counseling
- Explanations of wills and trusts
- Explanations of investment strategies
- Answers to insurance questions - Life, Auto, Home
- Help on deciding the best ways to pay for college
- Sound strategies on saving for retirement