Business Planning Calculators

Our resources section includes financial calculators to help guide you with your financial planning activities. Please remember that these calculators use approximations for hypothetical and illustrative purposes only, and are not meant to replace professional investment advice.

There are many variables to consider when analyzing one's finances, not all of which can be captured within these tools. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances.

Business Valuation

This provides 4 alternate valuations of your business in the event of a sale.

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Asset Allocator

Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

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Future Value of Payments

This projects the future value of annual contributions by varying interest rates, length of years and when the contribution is made.

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Investment Returns

There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

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Present Value/Future Value

This flexible financial tool helps you project forward to a future value of an investment; or backwards to a starting investment required to meet a future goal amount.

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Tax-Deferred Accumulation

This projects how a tax-deferred investment can grow in comparison to an investment taxed as earnings are received.

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Amortization

This helps you determine the payment needed to repay a loan, such as a home mortgage or car note, using different input assumptions.

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Installment Sale

This projects the interest, principal and earnings required to support an installment sale at varying input amounts. It is useful for both buyers and sellers.

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