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Financial tools hub
Free tools. No sign-up, no obligation.
Three calculators we actually use in client meetings. Run them yourself, keep the results, and bring your questions if any come up.
Budget & Cash-Flow Planner
Enter what comes in and what goes out, and see your monthly surplus, your savings rate, and exactly where the money is going. Every retirement plan starts from this number.
Open the planner About 3 minutesRisk Tolerance Assessment
Eight questions on how you would actually behave in a falling market. You will get a risk profile and a sample allocation to match — no email required to see it.
Take the assessment About 15 minutesFact & Feeling Finder
Our guided planning intake. It captures the facts of your finances and how you feel about risk — with live net-worth and risk scoring — so your first meeting starts far ahead. Save as you go.
Start the finder InstantStock Quote Lookup
Look up a ticker symbol and see the latest price, the day’s move, and the trading range. Useful for a quick check — not a reason to trade.
Look up a symbol ExternalInsurance Quote
Compare life, disability, and long-term care coverage through our insurance partner. Opens in a new window and returns you here when you are done.
Get a quote ClientsSecure Document Upload
Send statements, tax returns, and applications through an encrypted channel instead of email. For existing clients and anyone preparing for a first visit.
Upload securely ReadingBlog & Insights
Plain-language articles on retirement, taxes, markets, and veterans’ finances. Written to be understood, not to impress.
Read the blogTurning numbers into a plan
A tool tells you where you are. A plan tells you where to go.
These calculators are genuinely useful — and genuinely limited. They do not know your Social Security claiming options, your pension election, your Medicare timing, or what happens to your household if one income stops.
If a result surprised you, that is worth 30 minutes of conversation. Bring the numbers with you.
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Short, occasional emails on retirement, taxes, and markets. No jargon, no sales pitch, unsubscribe in one click.