7650 Rivers Edge Drive, Suite 250
Columbus, OH 43235
614.888.6516
You Can Flip The whole Page , it's a new Advertising Technique invented by Flippy

Financial Calculators

Our resources section includes financial calculators to help guide you with your financial planning activities. Please remember that these calculators use approximations for hypothetical and illustrative purposes only, and are not meant to replace professional investment advice.

There are many variables to consider when analyzing one's finances, not all of which can be captured within these tools. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances.

Retirement Calculators

Tools to help you plan and allocate your assets for retirement.

Retirement Planner

Quickly determine if your retirement plan is on track - and learn how to keep it there.

[Run Calculator]

Roth vs. Traditional

An IRA can be an effective retirement tool. There are two basic types of Individual Retirement Accounts (IRA): the Roth IRA and the Traditional IRA. Use this tool to determine which IRA may be right for you. Please note, that this calculator should not be used for Roth 401(k) comparisons.

[Run Calculator]

Roth IRA

Contributing to a Roth IRA can make a big difference in your retirement savings. There is no tax deduction for contributions made to a Roth IRA, however all future earnings are sheltered from taxes, under current tax laws provided certain conditions are met.

[Run Calculator]

Savings Calculators

Tools to help you plan your savings goals over time.

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 or fine-tune your education savings plan.

[Run Calculator]

Investment Calculators

Tools to help you determine present/future value, accumulation and asset allocation.

Asset Allocator

The asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The calculated asset allocation is a great place to start your analysis in building a balanced portfolio.

[Run Calculator]

Insurance Calculators

Tools to help you assess insurance, annuity and long-term care needs.

Life Insurance Needs

How much life insurance do you need? Use this calculator to find out.

[Run Calculator]

Long-Term Care

Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This can include people suffering from a debilitating illness or chronic injury. The need for long term care can arise unexpectedly, often creating a large financial burden. Use this calculator to determine your potential long-term care needs and how long your current assets might last.

[Run Calculator]