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Call: (562) 423-2533
We are available from 9am to 5pm on all week days throughout the year

Calculators

Here’s a library of financial calculators to help you start planning your financial future—from forecasting your retirement options or child’s college fund to estate planning and mortgage refinancing.

Though this is not a substitute for advice or information provided by a professional, these calculators offer a starting point to a secure future. If you need assistance with any of these calculators, please let us know.

  • Sales Volume Breakeven Analysis

    The breakeven analysis calculator is designed to demonstrate how many units of your product must be sold to make a profit.

  • Refinance Breakeven

    Should you refinance your mortgage? Use this calculator to determine when you will breakeven.

  • Amortizing Loan Calculator

    Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

  • Retirement Planner

    Quickly determine if your retirement plan is on track – and learn how to keep it there.

  • Roth vs Traditional IRA

    Use this calculator to determine which IRA is right for you.

  • Lease vs Buy

    Should you lease your next automobile or finance it? Find out with this calculator.

  • College Savings

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

  • Life Insurance Calculator

    How much life insurance do you really need? Find out here!

Reach Us: 1165 E San Antonio Dr Ste. B, Long Beach, CA 90807