CONNECT

Address:

120 W Park Drive, Suite 105
Grand Junction, CO 81505

Phone:

970-254-3370

Calculators

Only 41% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.

Source: Employee Benefit Research Institute, 2017

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Retirement & Inflation

Taxes & IRAs

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

Saving & Investing

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Capital Gains Taxes

    Estimate short-term and long-term federal capital gains taxes

Cash Management

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

Risk Management

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals