3023 East Copper Point Dr. Suite 106 Meridian, ID 83642
Office: (208) 846-7230




Client Resources
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This section provides resources for you to view your accounts, review your financial plan, and link to other businesses who can help you acheive your goals.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these links, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. 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.

CIR Statements: View consolidated account information. CIRStatements.com allows you to easily consolidate and organize all your investment accounts and generate in-depth reports. Access your accounts anytime from anywhere in the world on our secure website!

StreetScape: View your brokerage statements from National Financial Services.

MoneyPro: MoneyGuidePro is a sophisticated, goal-based planning tool.

Business Associates:

Treasure Valley Health

Idaho Estate Planning Steve Rausch

Paul Mower
& Associates CPAs

Community Businesses:

Extendo Bed
Truck Bed Extender

The Amazing Sling Pitcher

Deer Flat Worship Center

Brookside Dental

Edgewater Dental

Jon Bonine Piano

Internet communications pose special licensing problems because of the accessibility to the public across jurisdictional lines. A rep-advisor is not permitted to make any direct communication with a prospective client unless the rep-advisor is appropriately registered in that prospective client’s state. For this reason, each website must have the following disclosures:
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Kansas, Maryland, Massachusetts, Montana, Nebraska, Nevada, New Mexico, Oregon, Utah, Washington, Wisconsin. Cambridge and Cornerstone Financial Planning, LLC. are not affiliated.