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Financial and Wealth Planning Calculators: Projecting Your Fiscal Future

Our financial and retirement calculators are easy to use and provide quick results. You can customize the inputs — age, income, rate of inflation, and more — to align with your personal situation.

You might be wondering how much monthly retirement income you can draw from your retirement savings. Or, you may be curious about your expected Social Security payments and how certain variables affect those benefits. These straightforward retirement calculators can help you find a clearer view of your financial future.

The results offered by the wealth management calculators on this page should be viewed as estimates. They can’t take every unique variable and personal consideration into account, but are still very useful. They represent a valuable early step that can help to inform your personal approach to financial planning.

Retirement Savings Calculators, Financial Planning Calculators, and More

Our free online financial calculators put you in control. Pick the calculator below that answers your financial or retirement planning question. Then, adjust the inputs to match your circumstances.

How Long Will My Retirement Savings Last?

Use this calculator to see how long your retirement savings will last based on your retirement savings


Retirement Income Calculator

Use this calculator to determine how much monthly income your retirement savings may provide in your retirement.


Social Security Benefit Calculator

Use this calculator to estimate your Social Security benefits.Maximizing your Social Security benefits will be one of the most important financial decisions you’ll make in your lifetime. Don’t leave it to guesswork!


Investment Goal Calculator

Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to adjust it if you are falling short.


Investment Returns Calculator

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.


Are Online Financial Calculators Enough for Wealth and Retirement Planning?

Financial planning, wealth planning, and retirement planning are all uniquely individual processes. No two people or families have the exact same financial situation.

Based on our years of experience helping hundreds of clients, the answer to this question is “No.” Financial calculators can’t replace full-service financial management.

They’re a useful tool to start thinking about your financial future, or to check on progress toward your goals. But they don’t offer the full range of support, guidance, and service.

Qualified financial planners take care to consider each client’s unique qualities and financial position. In-depth knowledge is vital for making informed suggestions that account for individual needs and goals.

In this sense, financial management calculators can only go so far. They can provide accurate estimates, assuming the data you enter into them is also accurate. However, a wealth planning calculator can’t get to know you, or actively learn about your finances.

That’s why it’s so important to do more. We recommend not only using wealth planning calculators to guide your financial future, as helpful as they can be.

Why Work with a Fiduciary?

If you want to maintain your current lifestyle in retirement, these calculators can help you understand your progress toward that objective. However, they can’t monitor your finances, understand your goals, or make personalized suggestions.

That’s why working with a trusted and dependable financial planner, specifically a fiduciary, is so important. Fiduciaries have a legal obligation to always act in their clients’ best interests. You can count on a fiduciary to put your financial needs and goals first, ahead of any other considerations.

Our team of fiduciaries can:

  • Find opportunities to reduce your tax burden in retirement
  • Help you find opportunities for gains while managing risk
  • Develop a custom investment portfolio for you
  • Monitor and adjust your strategy as time goes on

Financial and retirement planning are complex, to say the least. When you partner with a fiduciary, you know you have a professional committed to your best interests on your side.

Schedule a free assessment today!