Client Resources

Useful Links

www.cirstatements.com (Client Login)
www.netxinvestor.com  (Pershing statements)
www.ssa.gov  (Social Security)
www.irs.gov (Internal Revenue Service)
www.finra.org (FINRA)
www.letsmakeaplan.com  (CFP Website)
www.cnnmoney.com (CNN Money)

For Federal Government Employees

www.opm.gov (Office of Personnel Management)
www.tsp.gov (Thrift Savings Plan)

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JLJ Financial