Calculate scenarios across the full spectrum of Financial, Investment, Retirement, Tax, Insurance, Estate and Education Planning with ease. Over 75 calculators are designed to provide simple, instant answers to the questions clients ask most.
Calculators designed to meet clients where they are—whether they’re just starting out, nervous about volatility, or weighing long-term investment decisions.
Flexible, visual tools support high-impact retirement discussions that adapt to each client’s needs, time frame, and level of detail.
Help clients visualize the impact of their decisions while giving you a clear, confident path to guide them through critical planning moments.
Designed to support the early stages of client engagement, helping you spark clarity, uncover needs, and build momentum.
Use these tools to guide protection planning conversations with clarity, transparency, and a focus on real-life goals.
Guide early education conversations, demonstrate the value of planning ahead, and highlight tax-smart strategies that build trust from the start.
Support confident conversations about affordability, trade-offs, and long-term impact—all without spreadsheets or stress.
Shift the conversation from fear and timing to discipline and long-term outcomes with historical perspective tools.
