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Staying informed and educated about your financial planning is essential. We are determined to help make your financial planning experience simple and hassle free. For your convenience, we offer a wide range of investment educational tools, articles, client and account related forms, and account access. Take advantage of our investor resources and experience the simplicity of working with us.

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On Target Financial Bi-Monthly Newsletters

Loose Change Newsletter

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Consumer Guide to Financial Planning
Advisor Profile – Joseph G. Prokop, CFPR, CRPCR
Confidential Financial Profile
Items To Bring To Your Interview

Certified Financial Planner Board of Standards, Inc. (CFP®)

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. Learn more about CFP Board >

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