Financial Tool Kit

Self Starter Financial Service


  • Online Financial Road Map
  • Free Financial Planning
  • Tax Preparation Service

Per Month

Toolkit Options

Advance Resource Tool Kit


  • Self Starter
  • Free Legal and Financial Consulting
  • ID Theft Monitoring


$99 Enrollment
$150.00 / Month*

Toolkit Options


Superior Resource Tool Kit


  • Self Starter & Advance
  • Managing Debt Consulting
  • Retirement Planning
  • Keeping Good Credit

$199 Enrollment
$225.00 / Month.*

Toolkit Options

Legal Plan


Free Legal Services*

Initial phone consultations for each new matter.

Initial face-to-face consultations for new legal matter.

Review of independent legal documents (6 page max per document).

Plan attorneys will prepare a free Simple Will for you and your family, as well as update the Will annually for free.

A state specific, web based, free Living Will form is available to members. This form can be notarized by a Notary Public.

Plan attorneys will help members represent themselves in small claims court.

Assistance in solving problems with government programs, such as INS and Welfare.

When deemed appropriate by your plan attorney, he or she will write letters on your behalf (one letter per legal matter).

When deemed appropriate by your plan attorney, he or she will make phone calls on your behalf (one phone call per legal matter).

The rising costs of health insurance and the overall running a business has made it very difficult for business owners to makes ends meet.  Having access to this legal plan helps alleviate some of that financial pressure by providing business owners with access to a nationwide network of pre-qualified attorneys that will provide them with free and discounted legal care.




Identity Theft Solutions


Identity Theft is the fastest growing financial crime in America, striking thousands of victims each year. In a matter of seconds, personal information such as a social security number, a credit card number or an address can be stolen and used to obtain a new mortgage, line of credit or additional credit cards. Our unique Identity Theft program provides members with a complete restoration solution, a Recovery Team including fraud investigators, Identity Theft experts and legal counsel that will manage the recovery process from beginning to end, and is the only program in the country that legitimately provides a tool that helps prevent online Identity Theft – our Keylogging Defense System™.


Tax Preparation & Advice


A panel of Certified Public Accountants will provide the following services to you at no charge:

Unlimited advice for personal and business matters of federal taxation via toll-free phone call/fax/e-mail (no time or frequency limitations)

Free tax return preparation* (includes 1040EZ, 1040A, and 1040)

Discounted preparation of all schedules that accompany the form 1040*

IRS audit assistance v Tax professionals will review any notice or letter issued by the IRS and provide advice on how to understand and solve the matter

Access to web-based IRS audit tutorial, as well as an IRS notification tutorial v IRS notification assistance Tax planning v Review of prior year’s tax return*

Member portal with tax tips, tax law changes, tax organization area, IRS audit area, IRS notification area and member advice online

Discount off tax return preparation at H&R Block® ** Tax Leaf*** 


Financial Education & Credit Counseling


Free Consultations ¸ 24 hours a day, 7 days a week

Credit & Debt Counseling By Certified Credit Counselors

Assist in creating a livable budget to balance income and expenses

Provide specific advice on how to deal with creditors

Offer money management and budgeting techniques to help gain control of finances

Develop a comprehensive spending plan and action plan to become debt free

Financial Strength Builder – self-paced courses, that teach the skills needed for smart money management.

Housing Advisory Services

Advice covering first time home ownership, affordable mortgages and refinancing

Post Purchase counseling

Reverse mortgages – what are they and how do they work