Client Portal
Account Overview
CIRStatements allows you to stay up to date on your accounts. You can view your account balances, track performance, and run multiple styles of reports.
NetX Investor
NetX Investor allows you to manage your EDelivery options. You can select which documents you would like to receive electronically or in the mail. There are also some reference materials for establishing your account along with the forgot User ID and forgot password.
Plan Your Goals
Through your Personal Financial Planning Portal, you can view progress on your financial goals, optimize your spending plan, view your investments, and securely store your important financial documents in your vault.
Prepare For Retirement
Make your retirement savings work for you and your future. Receive ongoing guidance straight to your email and/or via text. Allowing you to make more informed decisions about the money in your 401(k), 403(b), or 457.
Office Hours
Get equipped with a strategy for all of your financial needs. Visit with Greg or Daniel during our office hours!
Monthly Updates
Every month we provide educational updates pertaining to the markets, the economy, and other timely financial planning topics.
Address
700 Mall Drive, Ste. C
Portage, MI 49024
