Need help planning your financial future? Use the calculators below to help understand your needs, then, contact our agency for a personalized approach to your financial strategy.


Modal Charge Disclosure and Annual Percentage Rate

Use this calculator to determine the total dollar amount and the Annual Percentage Rate (APR) for any additional charge you may incur if you pay your annual premium in installments. Learn More

Lifetime Economic Value

How Much Life Insurance Do I Need? Learn More.

Income Gap

How Would a Disability Affect My Finances? Learn More.

Disability Benefits Benchmarking Tool

Find out if your company’s disability benefit plan is competitive by using our quick and easy benchmarking tool; compare your coverage to top companies. Learn More.

senior couple meeting with financial advisor at home


Retirement Planner

How Long Will My Estimated Retirement Savings Last? Learn More.

Retirement Income

What Will My Monthly Income Be in Retirement? Learn More.

Personal Finance

College Savings

How Much Do I Need to Save for College? Learn More. 


Key Employee Value

How Would the Loss of a Key Employee Affect My Business? Learn More.

Business Expense

How Would I Cover My Overhead Expenses If I Couldn’t Work? Learn More.

Disability Exposure: Business Valuation

Are You Prepared for a Partnership Buyout After an Unexpected Event? Learn More.