Resources

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.

Client Login

CIRStatements
eMoney
TD Ameritrade

On Target Financial Bi-Monthly Newsletters

Loose Change Newsletter

Literature/Brochures

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 >