Financial Calculators

Socking away money for retirement is a great idea, but how much do you really need to save? How long do you need to work to set yourself up comfortably in your golden years?

You might have other concerns, related to insurance, or your mortgage, or saving for your kid's college fund.

Take a look at the calculators below to help you solve these problems, and feel free to give us a call if you'd like more help!

College Tuition Planning

  • College Tuition Planner - Use this detailed calculator to help you determine how much, per child, you'll need to save per month to be prepared for their college careers.

Estate Planning

Financial Planning


  • Life Insurance Needs - Estimates the amount of life insurance that would be needed to pay final expenses, to pay off debts, to ensure children are cared for and to set up a family emergency fund in the event of the death of a breadwinner or stay-at-home parent.



Social Security

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. The financial calculators provided here are informational in nature only and are not representative of any particular investment. Securities products are subject to investment risk, including the possible loss of principal.