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

Retirement Analysis

Present Value Calculator

Home Loan Calculator
Simple way to calculate monthly payments and estimate how much you can afford to borrow

Auto Loan Calculator
Simple way to calculate monthly payments and estimate how much you can afford to borrow

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1837 Austin Bluffs Parkway
Suite 101
Colorado Springs CO 80918
Phone: 719-268-1300
Fax: 866-740-4551
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Testimonials

Hi Kim—I have been meaning to send you an email and thank you for taking such an active role in helping with our home insurance! You went so much above what was ever part of your job—just to try and save us the frustration. You have no idea how much I appreciate you trying to get it resolved. Heather has mentioned several times how lucky they are to have you in the office, I completely concur. Thank you again. I wish every company that we worked with took such care in taking care of their clients. Have a great day!! Alison Zarlingo | Provider Outreach and Community Outreach Coordinator
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