Personal, professional and experienced financial help on demand
Individual Users
OnlineAdviser offers limited support for personal finance issues subject to the terms of service.
We focus on providing support for online financial
transactions including those conducted through mobile devices. Limited free
service may available by text/chat or email. Paid
service is available by telephone and pre-scheduled
appointments. The adviser solely determines what
services are provided free and which requires a paid
consultation. This determination is made primarily on the
basis of the complexity of the issue being considered:
advice on simple questions are typically offered for free in
writing while more complex issues are best addressed through
a paid and planned discussion.
My Freedom Benefits Members
OnlineAdviser service for members of "My Freedom Benefits" program is governed by terms of your association's member benefit agreement, customized to meet the most common needs of the association's members. Telephone and Skype service is typically available on request.
HEALTH PLANS:
OnlineNavigator.org
now offers insurance exchange support
- a new independent support service for health reform issues
and the health insurance exchange for those who want
personal professional and independent help with selecting a
health plan.
RETIREMENT PLANNING:
Download a
Department of Labor retirement planning guide -
valuable information to help get started with retirement planning.