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Financial Planning Center

Financial Planning Center

This site has an array of calculators and tools to choose from to help you reach your investment goals. Utilize our financial planning tools to help you select your investment choices.

We feature an interactive suite of analyzers on financial planning topics such as retirement planning, asset allocation, funding an education or estate planning to help you plan your future. You may also choose to share your results with your Financial Advisor advisor.

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Financial Analyzers

  • Retirement Analyzer — Assess your financial situation and formulate an effective investment plan to help you meet your retirement goals.
  • Asset Allocation Analyzer — Create a balanced portfolio based on your goals, risk tolerance and time horizon.
  • Education Funding Analyzer — Project your future educational costs and analyze your savings requirements by using a comprehensive database of over 3,000 colleges and graduate schools.
  • Estate Planning Analyzer — Estimate your potential estate tax liability based on your investment assets, retirement assets and liabilities.
  • Stock Option Analyzer — Determine the potential gross proceeds, exercise costs and net proceeds based on the exercise strategy you choose to model.
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Loan & Mortgage Calculators

In order to achieve your long-term financial goals, it is necessary to effectively manage not only your assets, but also your liabilities. With the Loan and Mortgage Calculator you may:

  • Determine the amount you could borrow.
  • Calculate your monthly payments for the loan you want.
  • Compute how long it could take to pay off your loan.
  • Estimate the annual interest rate for your loan.
  • Compare loan interest rates.
  • See a payment schedule for your loan.
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Investment Calculator

Making frequent investments into your savings plan is an important part of your overall financial plan. With our Investment Calculator, enter the number of years you plan to invest, the annual rate of return for your investments, and the future value. The calculator will determine your periodic investment amount and the frequency of the investment.

For more information, please contact your Financial Advisor.

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