Financial Tools

We’ve collected these resources to help you reach your financial goals. These tools are provided as a service, and the results of all calculations are estimates only and are not an absolute result to your financial questions.

We Are Always Here to Help, but We’ve Also Created a Bunch of Tools For You to Manage Your Finances On Your Own!

Feel free to contact us to set up an appointment to discuss your financial future in person.

Resources & Calculators

Useful Resources for Financial Management & Forecasting

Mortgage Calculator

View the total interest and total payment for a mortgage or other loan based on the loan amount, years of payments and annual interest rate.

Mortgage Refinance Breakeven Calculator

Determine if you should refinance your mortgage and when you will break even.

Loan Amortization Calculator

Determine a loan amount based on your desired monthly payment or vice versa.

Credit Card Payoff Calculator

View the monthly payment and length of time it will take to pay off your credit card.


Other Tools & Resources

Social Security Calculator

Social Security Calculator: Estimate your Social Security benefits using the Social Security Administration’s Quick Calculator.

Loan Payment Frequency Calculator

Loan Payment Frequency Calculator: View how much sooner a loan or mortgage can be paid off as well as how much interest and expense can be saved if payments are changed from monthly to bi-weekly and the payment amount is cut in half.

Goal Calculator

Goal Calculator: Determine the investment needed to achieve your goal.

Retirement Income Calculator

Retirement Income Calculator: Evaluate your retirement income plan.

Hourly Paycheck Calculator

Hourly Paycheck Calculator: Compute gross and net pay for an hourly paycheck, including the various withholdings.

Children’s Education Savings Calculator:

Children’s Education Savings Calculator: Evaluate your college savings plan.