Financial Calculators

Our financial advisors have access to a wide range of tools and resources to help our clients prepare for some of the detailed planning that takes place in our office. Whether it’s trying to decide which mortgage is best for their situation, or looking at retirement and budget projections, our advisors want to provide the solution. Period.


  • Retirement Planning Calculators Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement. Social security is calculated on a sliding scale based on your income. Including a non-working spouse in your plan increases your social security benefits up to, but not over, the maximum.

Savings & Investments

  • College Savings Calculator Saving for your children’s education requires a long-term plan. And, like saving for retirement, the earlier you start your plan the better. Use this calculator to help develop or fine-tune your education savings plan.
  • Investment Calculator Are you on track to reach your investment goal? This calculator helps you determine whether your current investment plan will help you reach it.

Personal Finance

  • Home Budget Calculator  Managing your monthly budget can be difficult and frustrating. One of the most important aspects of controlling your budget is to determine where your money is going. This calculator helps you do just that. By entering your income and monthly expenditures, you can see how much you have left to save and where your money is being spent.
  • Net Worth / Balance Sheet Your net worth is the value of all of your assets, minus the total of all of your liabilities. Put another way, it is what you own minus what you owe. If you owe more than you own, you have a negative net worth. If you own more than you owe you will have a positive net worth. This calculator helps you determine your net worth and estimates how it could grow (or shrink) over the next ten years.
  • Mortgage Calculator A house is the largest purchase most of us will ever make so it’s important to calculate what your payment will be and how much you can afford. The mortgage calculator will show you how much your monthly payment will be. It can also show the effect of adding extra payments.
  • Auto Loan Calculator Changes to your auto loan payment schedule can reduce your monthly payments or shorten the duration of you loan. This calculator will show you how much your monthly auto loan payment will be and the effects of making additional periodic payments.