The following websites provide existing clients access to their accounts and provide educational information that may be beneficial.

Shareholders Service Group - Shareholders Service Group offers brokerage and custodial services. Existing clients can obtain access to their accounts here: https://www.ssginstitutional.com/advisor-login

Financial Industry Regulatory Authority - The FINRA is the largest non-governmental regulator for securities firms in the United States: www.finra.org

Securities and Exchange Commission (SEC) - The SEC is responsible for administering federal securities laws in the U.S. www.sec.gov

Social Security - This site provides information about Social Security: www.ssa.gov

Internal Revenue Service (IRS) - The IRS website provides information on federal tax law: www.irs.gov

Certified Financial Planner Board of Standards - This site provides more information about financial planning: www.cfp.net

Savingforcollege.com - This site provides a large amount of information on how to save for college: www.savingforcollege.com

6540 Lusk Blvd. Suite C136-C San Diego, CA 92121 •
(858) 437-3836 • info@cadenafinancial.com
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