Calculators
Need help planning your financial future? Use the calculators below to help understand your needs, then, contact our agency for a personalized approach to your financial strategy.
Insurance
● Modal Charge Disclosure and Annual Percentage Rate
Use this calculator to determine the total dollar amount and the Annual Percentage Rate (APR) for any additional charge you may incur if you pay your annual premium in installments.
How Much Life Insurance Do I Need?
How Would a Disability Affect My Finances?
● Disability Benefits Benchmarking Tool
Find out if your company's disability benefit plan is competitive by using our quick and easy benchmarking tool; compare your coverage to top companies.
Retirement
What Will My Monthly Income Be in Retirement?
Personal Finance
How Much Do I Need to Save for College?
Business
How Would the Loss of a Key Employee Affect My Business?
How Would I Cover My Overhead Expenses If I Couldn't Work?
● Disability Exposure: Business Valuation
Are You Prepared for a Partnership Buyout After an Unexpected Event?
Investment