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Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

**PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.

Clients can access their own account summary -- Call David to get your temporary password. Click on the CIRStatements Link 1. Click on the gold REGISTRATION button. 2. Enter your social security number (no dashes) under user name. 3. Enter your temporary password. 4. The next screen will prompt you for much information. It is required that you fill out all fields in red. 5. When complete, hit submit. You will be informed that your request has been sent to your financial advisor (David) for approval. David will get an email to approve your request, and then you will get an email telling you that you have been approved and you may proceed to log on. 6. When you log back on to the CIRStatements Link, (, go directly to the user name and password portion of the screen and you will be in business!

CIRStatements website

Help for parents and students in planning for college. From finding scholarships, to finding a college, to applying to college.

College Board

Elderhostel is America’s first and the world’s largest educational travel organization for adults 55 and over. It is a not-for-profit organization that provides exceptional learning adventures to nearly 170,000 older adults each year. Elderhostel offers nearly 8,000 programs a year in more than 90 countries. They believe that learning is a lifelong pursuit that opens minds and enriches lives. Their participants come from every walk of life to learn together, to exchange ideas, and to explore the world.


Tips and suggestions to maintain a healthy lifestyle

Healthy Living

Children's homework assistance site

Homework Help

Complete source of IRS information

Internal Revenue Service

Thorough source of information on Social Security Benefits

Social Security Administration

This website is designed to provide a comprehensive overview of a wide variety of topics, programs and services related to aging

The U.S. Administration on Aging

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.