Financial Fitness Calculators


 

LIFE INSURANCE ESTIMATOR

How much coverage would you need to ensure your family is left on a strong financial footing? Most men are $300,000 to 500,000 under-insured! Don’t be one of these men. Click here to download our Insurance Needs Estimator.  Complete it and then upload it to me in my message center below.

 

INVESTMENT DEPLETION

How long will your investment last? Use this calculator to find out. Inflation, market fluctuations, taxation are all factors that may reduce the length of time your investment account could last.

CLICK HERE to find out how long your investment account would last. Then call me for a FREE Financial Analysis

 

RETIREMENT CALCULATOR

Are you ready to retire? Do you know how much you need to retire?  Click Here and complete the Retirement Calculator.

Then Print Report and attach it in the message center below. Then lets talk about coming up with Retirement Planning Strategies customized just for your situation !

WHAT’S NEXT AFTER YOUR RUN YOUR ESTIMATE REPORTS?


When you complete the calculators, print / save them as pdf files (the insurance estimator can be uploaded as an Excel file) and upload to me via my secure encrypted message center. I will call you back to review your report with you. 

Remember these calculators are preliminary estimates. When we talk I will complete a more exact estimate and let you know what your options are.


MESSAGE CENTER

Upload your file here

Upload files



NOW – Click link below to schedule date & time when we can talk. Be sure to provide your email & the best phone # for your phone consultation
https://calendly.com/mybusinessanalysts/financialwellness

 

Skip to toolbar