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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

Roth IRA Comparison Calculator

Rule 72

Market Growth

FIXED Loan Rate vs. ADJUSTABLE Loan Rate 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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Locations


21301 Powerline Rd. #106
Boca Raton FL 33433
Phone: 561-584-0732
Fax: 954-908-7001

Testimonials

Jon - You did an excellent job. We met and you called me asap. You helped us navigate the difficult web of biz insurance and we THANK YOU for that. Keep helping us for many years to come. - M.
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