(860) 623-5557


915 Sullivan Ave Suite #7

South Windsor, CT 06074

Monday - Friday

9:00 a.m. - 5:00 p.m. EST

Saturday & Evenings Upon Request and Availability


Calculate Your Retirement Savings and More

Do you know what is needed to achieve a more secure retirement? You can use our retirement calculators to create your retirement plan or our Roth IRA conversion calculator to see if converting to a Roth IRA is the right choice for you.

We have calculators for:

● Cost of Waiting: Determine the cost of waiting by delaying your savings plan.
● Credit Card Payoff: Understand when you can pay off your credit card.
● Home Affordability: Understand how much home loan you can afford.
● Home Refinance: Analyze if refinancing your mortgage is advantageous.
● Impact of Inflation: Learn how inflation affects the value of your current funds.
● IRA Eligibility: Find out how much you can contribute to an IRA.
● Life Insurance Need: Estimate the amount of life insurance coverage you need.
● Loan Acceleration: See how paying down a loan sooner can save you money
● Roth IRA Conversion: See if converting to a Roth IRA makes sense for you.

IRA Eligibility

Roth IRA Conversion

Impact of Inflation

Cost of Waiting

Life Insurance Need

Home Affordability

Loan Acceleration

Home Refinance

Credit Card Payoff