TO HELP YOU PLAN AHEAD
Use the following financial tools and calculators as a starting point in your decision-making process. These tools and calculators are not substitutes for good sound advice from seasoned financial professionals. If you really want to know if you’re making the right decision, make an appointment today.
Find out how much interest you can save by increasing your monthly auto loan payment.
Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
HOME EQUITY VS AUTO LOAN
Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.
LEASE OR BUY?
Should you lease your next automobile or finance it? Find out with this calculator.
Find out how many and what price you must sell your product at to make a profit.
BUSINESS DEPT CONSOLIDATION
Should your business consolidate its debt? Use this calculator to find out.
EQUIPMENT LEASE VS BUY
Should you lease your equipment or finance it? Find out with this calculator!
CASH FLOW CALCULATOR
Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
This tool calculates a business valuation based upon the discounted cash flow methodology – illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
Use this calculator to determine how much inventory you should hold, and efficient timing of your inventory orders.
WORKING CAPITAL NEEDS
Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
DEBT AND CREDIT CARD CALCULATORS
ACCELERATED DEBT PAYOFF
Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.
CONSOLIDATED LOAN INVESTMENT
Getting a consolidation loan can do more than payoff your debt. Use this calculator to see the results of paying off your debt and investing your payment savings.
CREDIT CARD OPTIMIZER
The Credit Card Optimizer helps you determine the best distribution of your credit card debt.
CREDIT CARD PAYOFF
Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.
HOW MUCH DO I OWE?
Use this calculator as a starting point for your debt management plan.
Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.
ROLL-DOWN YOUR CREDIT CARD DEBT
The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.
Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.
LIFE INSURANCE CALCULATOR
Find out how much life insurance you really need!
LONG TERM CARE
Long term care is needed by those who can’t perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
ANNUAL STOCK OPTION GRANTS
Use this calculator to project how much a series of annual stock option grants could be worth to you.
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
STOCK OPTION CACULATOR
Use this calculator to determine the value of your stock options for the next one to twenty five years.