CONNECT

Address:

1107 W. Main Street
Collinsville, OK 74021

5800 E. Skelly Drive, Suite 901
Tulsa, OK 74135

Phone:

(918) 371-6565 Collinsville Office,(918) 764-9262 Tulsa Office

Fax/Other:

(918) 371-6566 Collinsville Office,(918) 764-9388 Tulsa Office

Calculators

Only 41% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.

Source: Employee Benefit Research Institute, 2017

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Retirement & Inflation

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

Taxes & IRAs

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

Saving & Investing

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

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Check the background of this financial professional on FINRA's BrokerCheck