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  Calculators

The calculators at this site are designed to help you to understand the issues that need to be considered in determining the investment option or options suitable for you.
However, the calculators should not be seen as a substitute for professional advice from a financial planner who takes into account your personal financial circumstances and needs.
We strongly recommend that you discuss your requirements with a qualified financial adviser, who can take into account your personal financial position and can help you choose a strategy that suits your own personal circumstances.

Life Insurance Needs

Retirement Analysis

Annuity Calculator

Roth IRA Comparison Calculator

Home Loan Calculator
Simple way to calculate monthly payments and estimate how much you can afford to borrow

Refinancing Analysis Calculator

Auto Loan Calculator
Simple way to calculate monthly payments and estimate how much you can afford to borrow

Rebate vs. Interest Rate Calculator

Auto Lease vs. Buy Calculator

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Testimonials

"Tim drove for a long distance just to help us evaluate our options. I didn't place our home with him for now, but my auto business will remain with the Smith-Kenyon agency. My fiance' and I will review our full account for placement to the agency at a point in the future. --Raquel
Raquel G
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