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

Hi Kimberly. I wanted to email you a testimonial : My husband and I have been working with Heather and Dave for almost 3 years now with our Home and Auto insurance. In comparison to our agents in the past, they have provided us with the best, most competitive rates for our needs, and prompt service. In fact, in one early conversation that I had with Dave, when we were considering a certain type of insurance, he saved us money by steering us away from what he deemed was not necessary for our needs. When Kimberly came on board, she has also given us prompt service and thorough research when we wanted to revise and revisit our Home Insurance policy. We definitely have no plans on going anywhere for our insurance needs! Margaret and Jim K
Current Client
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