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Membership Benefits

A membership with IAS Financial includes 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 tried and true principles of finance that meet the highest industry standards. 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 your long-term financial goals, and much, much more.

You also receive our quarterly newsletter (Success InSight) filled with the latest updates from various areas of our expertise, including financial tips, economic analysis, tax news, recommended mutual funds, and answers to commonly asked financial questions. Additional bonuses include a Portfolio Review, 2-year Tax Review, and Form 1040 Tax Preparation, along with exclusive items such as our Tax Deduction Detector, Financial Planner, and Estate Organizer.

Refund Policy

For a period of 30 days you can request a refund of your payment, provided that services have not been rendered. Call 1-800-287-6584 for more details.

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