Featured Links

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

  • 123College.Com - 123College.com is your source for college financial planning information, education and training. Since 1994, we have developed financial aid need analysis software annually, to ensure accuracy and full compliance with the Dept. of Education's complicated financial aid formulas, and have processed thousands of student financial aid applications. 123College.com has a network of 2,000+ certified college financial counselors to help you understand the financial aid system and maximize its value.
  • Albridge (Formerly "Statement One") - Welcome clients! Strategic Financial Group LLC and SII Investments have made it possible for you to view your current account holdings, transactions, and consolidated statements via Albridge's secure network. We believe this service is essential to providing our clients with the most comprehensive financial services available today. You are invited to take advantage of this convenient resource often!
  • Alliance Funds - This site provides information and access for advisors and clients who have accounts with Alliance Mutual Funds.
  • American Funds - This site provides information and access for advisors and clients who have accounts with American Mutual Funds.
  • American Skandia - This site provides information and access for advisors and clients who have annuities with American Skandia.
  • College Money - College Money is one of America's oldest and most respected college counseling firms specializing in helping parents develop strategies to pay for their children's college educations without ruining their own retirement plans. College Money programs have been developed by money management and college financing specialists, and have been proven effective for over 50,000 families since 1978.
  • Donor Advised Fund-Renaissance - The Renaissance Charitable Gift Fund (RCGF) offers you increased flexibility for your charitable contributions. This site provides onformation on an exciting tool that can help you take a tax deduction in the current year, avoid capital gains from the sale of highly appreciated assets and spread the granting of charitable gifts over an unlimited number of years.
  • Indiana State Teachers Retirement Fund - Retirement funding for teachers was initially provided on a local basis by the Acts of 1915, Chapter 182. In 1921, the Indiana General Assembly created the Indiana State Teachers' Retirement Fund. Since its establishment, the laws governing the administration of the Fund have changed and expanded to respond to the needs of our members. This comprehensive website offers all the answers to your questions.
  • Nationwide - Nationwide Financial Services customers and advisors can access their accounts through the Service Center. The information you can see and what you can do will depend upon the type of account you have.
  • Pacific Life - This site provides information and access for advisors and clients who have annuities and investment accounts with Pacific Life.
  • Pension Benefit Guaranty Corporation - This website is an essential tool for pension plan beneficiaries and sponsors, as well as a great source of information about PBGC and the critical role it plays in protecting the pension benefits workers and retirees have earned.
  • PERF..Indiana - The Indiana Public Employees' Retirement Fund (PERF) is an $11 billion system. The six separately managed retirement funds are designed to provide secure, long-term benefits for employees who choose careers in public service. PERF currently works through more than 1,000 participating employers in Indiana to serve more than 230,000 active members and 55,000 benefit recipients and their families. Check out their website.
  • Putnam Funds - This site provides information and access for advisors and clients who have accounts with Putnam Mutual Funds.
  • Roth IRA's - The purpose of this site is to provide technical and planning information on Roth IRAs to practitioners and consumers
  • SEI Investments - This site provides information and access for advisors and clients who have accounts with SEI Investments.
  • Social Security Online - The official website of the U.S. Social Security Administration.
  • T.D. Waterhouse Institutional - This site provides information and access for advisors and clients who have accounts with TD Waterhouse.
  • Trust Services-National Advisors Trust Company - America’s top financial advisory firms founded a federally-chartered trust company exclusively for their clients.This site provides information to Clients and Advisors on the trust company and their products and services.
  • WM Group of Funds - Welcome to the WM Group of Funds Web site! This site provides timely fund information and other resources that are easy to find and that can help investors establish and maintain a long-term investment plan.

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