Investment tools

Answer six important questions in the Asset Allocation Tool to learn about your risk tolerance and investment style.

Use the college funding tool to help you estimate how much your clients may need for college expenses.

Tax deferral can have a dramatic effect on the growth of an investment. Use this calculator to determine the future value of a fixed interest investment being subject to income tax each year versus deferring the tax until withdrawal.

This calculator helps to set hypothetical goals, taking into account factors such as a client's retirement savings, pension and Social Security income.