Specializing in Individual and Small Business services

This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.

Financial Tools - Personal Finance

This Debt Calculator applies two simple principles to paying off all your Debt that can cut years off of your repayment schedule.

Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

Use this calculator to determine which IRA may be right for you.

Use this calculator to help develop or fine tune your education savings plan.

How much life insurance do you need? Enter your current assets, expenses, income and let us help you determine how much life insurance you need.

What will it take to reach your savings goal? Enter in your savings plan and view graphically your financial results.

The Student Loan Consolidation and Debt Payoff calculator applies two simple principles to paying off your Debt; Consolidate your student loans, and use the monthly savings to pay off your other outstanding debt.

One of the most important aspects of controlling your budget is to determine where your money is going. This interactive problem solver helps you do just that.

Use this calculator to determine how long it will take you to payoff your credit cards if you only make the minimum payments.

Even a small difference in the interest you are paid on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy! ​

Use this calculator to see the benefits of an Individual 401(k) for the self-employed.

Let us help you balance your checkbook. First tell us the ending balance on your statement, then enter all of your outstanding checks and deposits. If your checkbook register matches our calculated amount, your checkbook is balanced! 

Should you consolidate your debt? Use this calculator to find out.

Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.

Find out how much interest you can save by increasing your monthly auto loan payment.

The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.

A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

Please try our wide variety of do-it-yourself interactive financial problem solvers.  Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports.  If you need more personalized assistance, Contact Us to schedule a consultation with one of our Account Specialists.

This calculator is designed to help you see the financial impact of having either one or two incomes for your household.

This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Progress. Grow. Expand.

​Attention 2


Account Services

One of the best ways to increase your savings is to spend less. Even a simple change such as bringing a bagged lunch to work a few times a week can make a difference. This calculator illustrates how a little lunch savings can go a long way.