Financial Tools & Calculators


These handy financial calculators cover areas of interest ranging from savings goals, to paying off credit card debt, getting your home budget in order and reviewing insurance needs, to getting a handle on your retirement situation. Be sure to contact my office if you’d like to discuss any of the financial needs covered by these calculators.

Life Expectancy

Human Life Value

Life Insurance Calculator

Disability Insurance Calculator

Long Term Care Calculator

Asset Allocator

Taxable vs. Tax Advantaged Investments

Don’t Delay Your Savings!

Retirement Shortfall

Home Budget Analysis

Fixed Mortgage Loan Calculator

Roth vs. Traditional IRA

College Savings

Credit Card Pay Off


4550 Kearny Villa Road
Suite 103
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942