Calculators

We provide a library of financial calculators to help you begin planning your financial future - from forecasting your retirement options to estate planning and mortgage planning. Interactive calculations, dynamic graphs, and fully customizable reports are just a few features provided with our calculators to support thorough financial planning and a sound decision-making process. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future.

 

Auto Loan Calculator

Use this calculator to view the total interest and total payment for a car based on the loan amount, years of payments, and annual interest rate you enter.

Business Succession Strategy Use this calculator to help determine which business succession strategy may meet your needs.
Buy-Sell Agreement Calculator Use this calculator to help determine which buy-sell agreement form may meet your needs.
Cost of Health Care in Retirement Use this calculator to estimate the costs of health care during retirement.
Debt Consolidation Consolidating your debts into a single loan may decrease your monthly payments or shorten the time it takes to pay off the debts. Use this calculator to help determine if debt consolidation would benefit you.
Debt Payoff Optimization Paying off debt early can reduce total interest paid. Use this calculator to help determine the way to optimize payment of your debts.
Disability Income Needs Use this calculator to help estimate how much disability income protection you might need.
Federal Estate Tax Estimator This calculator estimates estate tax based upon a taxable estate that you enter.
Federal Gift Tax Estimator This calculator estimates gift tax based upon the taxable gifts that you enter.
Mortgage Loan Calculator Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.