Financial Calculators

Financial security begins with knowing the numbers

The financial tools below can be used for making quick calculations about important financial strategies. We recommend speaking with a Portfolio Strategies advisor for a detailed analysis of your financial strategy and your investing opportunities.

NO Personal Data is collected or recorded during calculator usage.

These calculators are for illustrative purposes only and should not be relied upon, as an accurate indication of your financial needs. As each individual's situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculations. We do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.

The rates of return or mathematical tables shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of any mutual fund or asset allocation service or returns on investment in a mutual fund or from the use of any asset allocation service.