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.
- Lifetime Economic Value How Much Life Insurance Do I Need?
- Disability Income Calculator How much disability income insurance do I need?

Retirement
- Retirement Planner How much should I save for retirement?
- Retirement Contribution How much can I afford to contribute to my retirement plan?

Personal Finance
- College Savings How Much Do I Need to Save for College?
- Investor Profile Learn the investment strategy that may be best for you based on your risk tolerance and financial situation.

Business
- Key Employee Value How Would the Loss of a Key Employee Affect My Business?
- Business Expense 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?