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 to discuss your financial question.
What kind of financial services do you provide?
As a member of Anthem 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:
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 Anthem 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
Fair Credit Reporting Act (FCRA) certification
Personal financial specialist