Financial Calculators



While there are many financial calculators available today, we include only those which we find to be accurate and relevant with our role as your trusted advisors.  Here is our list of interactive financial problem solvers. Simply enter your criteria and you’ll get your questions answered with dynamic graphs and personalized reports.

Payroll Deductions

Use this calculator to help you determine the impact of changing your payroll deductions. You can enter your current payroll information and deductions, and then compare them to your proposed deductions. Try changing your withholdings, filing status or retirement savings and let the payroll deduction calculator show you the impact on your take home pay.

Savings Calculator

What will it take to reach your savings goal? Enter in your savings plan and view graphically your financial results

College Savings Planner

Saving for your children’s education requires a long term plan. And like saving for retirement – the earlier you start your plan the better! Use this calculator to help develop and fine tune your education savings plan.

Retirement Planner

Do you know what it will take to create a secure retirement? Use this interactive problem solver to help you create your retirement plan.

Mortgage Refinance Analyzer

Should you refinance your mortgage? Find out how much money you’ll save and how long it will take to breakeven on a mortgage refinance?

Mortgage Comparison: 15 years vs. 30 years

Determining which mortgage term is right for you can be a challenge. Use this calculator to compare these two mortgage terms, and let us help you decide which term better for you.

Loan Amortization Calculator

Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment. You can then examine your principal balances by payment, total of all payments made, and total interest paid. Press the report button to see a monthly payment schedule.