Financial Tools
Should I refinance my mortgage? Should I buy or lease a vehicle? These are some of the questions I am asked on a regular basis. Below are some interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. Although these financial tools are not a substitute for professional advice, they can be used as a starting point in your decision making process.


Financial Calculators


Accelerated Debt PayoffConsolidating 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.
Amortizing Loan CalculatorEnter your desired payment and its frequency- and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your loan payment!
Asset Allocation Calculator Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Auto Loan CalculatorFind out how much automobile you can buy based on your weekly, bi-weekly or monthly payment, or find out your loan payment based on your purchase price!
Bi-weekly Payment CalculatorThis calculator shows you the possible savings by using an accelerated bi-weekly mortgage payment.
Buy vs. LeaseShould you lease your next automobile 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.
Compare Savings RatesEven a small difference in the interest you are paid on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy!
Compound InterestThis calculator demonstrates how compounding can affect your savings.
Credit LineHow big a line of credit can you receive? Use this calculator to find out!
Disability InsuranceUse 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.
Equipment Buy vs. LeaseShould you lease your next equipment or finance it? Find out with this calculator!
Investment Loan This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
Investor Profile QuestionnaireThe Investor Profile Questionnaire is designed to help you create a balanced portfolio of investments.
Life InsuranceFind out how much life insurance you really need!
Mortgage CalculatorUse this calculator to determine your monthly payment and amortization schedule.
Mortgage CompareUse this calculator to compare mortgage terms, rates and amounts. Let us help you decide which loan is better for you.
Mortgage QualifierThis calculator helps you determine just how much house you can afford.
Personal Debt ConsolidatorShould you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.
Retirement IncomeUse this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Savings CalculatorFind out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Savings GoalWhat will it take to reach your savings goal? This financial calculator helps you find out.