Financial Services

The answers you need for your money matters

Finally, you can find the answers you need for your money matters. One toll-free call puts you in touch with a financial consultant ready to help you with a wide range of issues. Whether it's about budgeting and debt management, or tax matters and retirement planning, you have access to the resources you need.

financial-advisor

Financial help you can count on!

Information is at your fingertips by phone or through the Internet. Find help with creating a budget and managing debt, understanding bankruptcy options and requirements, avoiding foreclosure and handling creditors, preparing for a home purchase and saving for your down payment, setting financial goals and deciding on investment strategies or planning for college expenses and finding the right tuition plan.

And you have access to a website packed with information and resources! Our on-demand online resource center includes a library of articles on financial topics written by experienced professionals. Or take advantage of the many tools and financial calculators.

Financial services can help you with:

  • Budgeting
  • College Funding
  • Estate Planning
  • Elder Care
  • Bankruptcy
  • Debt Management
  • Credit Repair
  • Credit Report Analysis
  • Retirement Preparation
  • Medicare/Social Security

 

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How Financial Services Works:

  1. Call our toll free number at anytime, from anywhere
  2. Answer a few brief questions about your situation
  3. You will then be transferred to our Financial Services team
  4. If you prefer, you can choose to have them call back at a time that’s more convenient
  5. And you’re on your way to unraveling your financial issues!

Money problems? We’ll help you get everything straightened out!

Call A Doctor Plus is not health insurance and does not replace your primary care physician, but is a resource platform designed to improve wellness and lifestyle. If you have an urgent medical condition, please dial 911. All services HIPAA compliant. Call A Doctor Plus is not available in Idaho.