Resources
Looking for more information to help kickstart your financial journey? Find tools and calculators, informative pages and more.
Tools and calculators
Make planning for your financial future and retirement easier with some of our tools and calculators.
Retirement savings calculator
Calculate how well your retirement savings align with what you can expect to spend.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Life insurance calculator
Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone.
What you get: An estimate of the amount of coverage you need to protect those who depend on you
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Budget calculator
Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
Partners
R. Paul Thorne, B. Comm., LL.B., LL.M., CFP®, TEP
Director of Advanced Planning
Estate & Financial Planning Services, Central/Atlantic Region
Katelyn Culliton, CPA, CA, CFP®, TEP
Director of Advanced Planning
Estate & Financial Planning Services, Central/Atlantic Region
Mark LeClaire, CFP®, CIM, CLU
Planning Director
Estate & Financial Planning Services, Central/Atlantic Region
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.