Financial Freedom Calculator

"*" indicates required fields

About You

Name*

First Last

Date of Birth*

City*

State*

What is your investment tolerance?*

Low

Moderate

High

What stage are you in?*

Saving for retirement

Preparing for retirement

Living in retirement

Are you currently working with a financial advisor?*

Yes

Estimated Monthly Income

How much are you expecting that you'll receive from Social Security, pensions, and any part-time work or rental income on a monthly basis in your retirement. If you have additional sources of income not listed below please include them in the “Other” box below.

Social Security

Social Security Spouse

Pension 1

Pension 2

Rental Income

Other

Total Income*

This amount represents the total of all income you have or expect.

Your Current Monthly Expenses

Input all of your current monthly expenses. If something doesn’t fit in the categories below, just add it to the “Other” total.

Housing

Utilities

Transportation

Personal

Health

Daily Living Expenses

Food & Entertainment

Other

Total Expenses*

This amount represents the total of all expenses you have or expect.

Retirement Results & Summary

Complete the additional fields to have a better understanding of your situation.

Monthly Income*

Current Monthly Expenses*

Calculated for Monthly Difference*

Calculated annual difference*

Total Assets today*

Years until retirement*

Average savings rate****

***Rate of return usage here would be an average, but still does not accurately reflect normal market conditions which are NOT linear and consistently such as being assumed in this calculation. Note that the higher the rate of return chosen, the higher the risk of the investment portfolio required. Longer time horizons and more aggressive investment allocations would dictate potentially higher returns.

Schedule Appointment

Check this box to schedule an appointment with one of our advisors.

Hidden

Generally acceptable Withdrawl Rate*

This rate of return is very much dependent on an individual investors risk tolerance, but ultimately, many financial planning studies cite 4% as an acceptable withdrawal rate over a 30 year retirement with average inflation affecting recurring income needs.

Hidden

NumberYearly Savings required to achieve retirement/Gap Goal*

Financial Freedom Calculator

About You

Estimated Monthly Income

How much are you expecting that you'll receive from Social Security, pensions, and any part-time work or rental income on a monthly basis in your retirement. If you have additional sources of income not listed below please include them in the “Other” box below.

Your Current Monthly Expenses

Input all of your current monthly expenses. If something doesn’t fit in the categories below, just add it to the “Other” total.

Retirement Results & Summary

Complete the additional fields to have a better understanding of your situation.

Our goal is to help families find financial peace of mind TO and THRU retirement

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