SUM180 customer service representatives can help you get started, help you complete your profile, and help you get your SUM180 Plan. We’re here to help you get the most out of SUM180.
An FI4Me financial adviser, on the other hand, gives you customized financial planning advice, can answer questions about your Next Steps or other questions you have, and based on the details of your situation, can go into more depth than your SUM180 Plan. Just like your primary care physician, your personal FI4Me financial adviser will study the details of your situation and give you advice that’s customized for only you.
Because we are not investment advisors, we cannot offer specific investment advice or recommendations to individuals, and at no time should you infer that specific investment advice is being given.
Still not sure which kind of help you need?Contact us – we’ll help you figure it out.
After you purchase consultation time, that time will be available for you to use any time throughout the year. Click “Consult an adviser” on your Dashboard and follow the prompts to select an available appointment that’s convenient for you.
Your consultation time balance appears on your Account page. As you use your time or purchase additional time, the balance will automatically update.