IAS Membership Benefits & Services


A membership with IAS gives you unlimited access to our consultants by phone, fax, and email, as well as dozens of informative guides, reports, tips, and interactive tools as part of our website; all based on the tried and true principles of financial education. Our resources allow you to perform a variety of tasks: from basics like creating a budget plan and saving money, to rolling-down debt, estimating tax liabilities, determining long-term financial goals, and much more.


Expert Financial Advice

Our consultants, highly trained in every area of personal finance, are here to answer all your questions and help you make important financial decisions.
Business Hours: Mon-Fri / 9AM-5PM EST


Unlimited E-mail/Fax Support

In addition to our toll-free hotline support, you can e-mail (or fax) us anytime and receive answers to all of your financial questions and inquiries.
Use our online Contact Form, or email ias@iasfinancial.com


Success InSight Magazine

Featuring expert articles, including financial tips, economic analysis, tax news, recommended mutual funds and answers to common questions.
Mailed quarterly; can also be accessed online


Online Members Area

Access past Success InSight articles, along with our financial guides, planners, strategies, calculators, real estate forms and unique content.
Username and password located on back of SI Magazine


Extensive 2-year Tax Review

Our experts will review your last two tax returns to uncover possible missed deductions, and provide you with a plan of action for your next return.
Call the Tax Hotline


Form 1040 Tax Prep ($50 Value - FREE!)

We will complete your Form 1040 at no cost, and can perform additional schedules and state income tax returns at rates below the national average.
Call the Tax Hotline


Investment Portfolio Review

A licensed Senior Portfolio Manager will analyze your portfolio, advise, and answer your questions regarding specific target retirement goals.
Call the Stock & Mutual Fund Hotline


The Best Retirement Plan

From Roth IRAs, 401(k)s, and 403(b)s, to SEP, Keoghs, and SIMPLE plans, our consultants will help you sift through it all and decide what is best for you.
Call the Stock & Mutual Fund Hotline


Debt Reduction Help

Fill out our exclusive Debt & Credit tracking form and our consultants will provide one-on-one advice to help you get out of debt quickly and painlessly.
Call the Financial Hotline


Credit Management Help

In conjunction with our debt reduction help, our consultants will also help you implement our strategies for repairing and strengthening your credit rating.
Call the Financial Hotline


Small Business Start-up Resources

Instructions and advice on important aspects of starting, running, and growing a successful business; also, learn how to secure loans and when it's time to sell.
Call the Financial Hotline


Car-Buying Made Cheaper

Save up to 60% on your next car! We will help ensure you don’t overpay. In addition, we uncover dealer “add-ons” and finance gimmicks to watch out for.
Call the Financial Hotline


Life Insurance

One-stop comparison shopping for competitive rates on low-cost term life and disability insurance by companies rated “A” to “A++” by A.M. Best.
Call the Life Insurance Hotline


Auto & Property Insurance

One-stop comparison shopping for competitive rates on automobile, homeowner’s, business liability, medical insurance, and umbrella policies.
Call the Auto & Property Insurance Hotline


College-Funding Advice

We will help you choose from college funding tools including 529 plans, Education Savings Accounts, UGMAs, Hope, and Lifetime Learning Credits.
Call the Financial Hotline


IAS Financial Planner

Our step-by-step planner will help you prepare a financial plan of action. Includes important tips, strategies, worksheets, and checklists.
View/Print Online in Members Area


IAS Tax Organizer

Our unique tax organizer is designed to maximize your deductions and savings. Along with our FREE Form 1040 Prep, get a leg up on your next tax return!
View/Print Online in Members Area


IAS Estate Organizer

Our organizer is designed to ensure that you and your family is familiar with your most important records, including how and where to access them.
View/Print Online in Members Area