Financial

How do I access financial services?
If you have a financial question or would like to discuss an issue with a financial professional, just call the toll-free number on your EAP card. One of our intake representatives can connect you with a financial professional in your area to schedule a time to discuss your financial question.

What kind of financial services do you provide?
As a member of HealthLink EAP, you receive a free telephone consultation with one of our financial professionals participating in the EAPs. Our goal is to identify a financial professional who can help you:

• Understand your financial situations
• Develop a new frame of mind for thinking about money
• Come up with ideas to help get ahead
• Stay on track

What types of financial issues can I discuss?
Financial professionals available through the EAP can discuss almost any type of issue with you including, but not limited to:

• Budgeting techniques
• College funding
• Corporate bonds
• Credit after bankruptcy
• Credit cards with lower interest rates
• Credit repair scams
• Credit reports
• Debt counseling
• Divorce planning
• Insurance buying strategies
• IRA rollovers
• Medicaid
• Medicare
• Money market accounts
• Mortgages
• Retirement planning
• Reverse mortgages
• Saving for financial emergencies
• Small business financing
• Social security benefits
• Student loans
• Tax issues
• U.S.savings bonds
• Utility bills - late

What if I need help beyond the initial consultation?
We can identify financial professionals who offer additional services for a discounted fee. Also, we can provide you with a list of community resources that may be available to you at a reduced cost or no cost.

What are the qualifications for your financial service providers?
Financial professionals available through EAP have at least five years of professional experience, and hold various credentials and certifications including:

• Accredited tax preparer
• Certified credit counselor
• Certified divorce financial analyst
• Certified financial planner
• Certified public accountant
• Certified senior advisor
• Enrolled agen
• Fair Credit Reporting Act (FCRA) certification<
• Personal financial specialist