Current Reality Creator
The first step in successfully navigating a life transition is to assess where you are today. This guide will serve as a starting point for projections related to your personal finances and retirement readiness. We call this your "current reality". The interactive calculators, worksheets, resources and information below will assist you in creating your own current reality report(s). The goal is to provide you the resources to establish the foundation while you navigate your next steps in life and career.
If you prefer to delegate the planning responsibilities to our fee based financial planners then please schedule a meeting with John Stokes via his calendar or by calling (800) 477-1245.
Interactive Calculators & Worksheets
Cash Flow/Spending/Expenses
Calculating your monthly cash flow will help you evaluate your present financial status, so you know where you stand financially.
Net Worth
Creating a net worth statement, and updating it each year, will help you monitor your financial progress to meet financial goals.
Social Security Estimator
Estimate your benefit amount, determine when to apply, and explore other factors that may affect your retirement planning.
Retirement Calculator
Years of experience have prepared us to guide you through your life transitions.
Financial Self-Assessment
Take this self-assessment to better understand your own financial knowledge, skills, and overall confidence.
Find Out Your Financial Well Being
Answer ten questions to measure your current financial well-being and see steps you can take to improve it.
Information and Resources
Investing Basics
Welcome to the world of investing! Whether you’re new to investing or need a refresher, we’ve got information to help you get started.
Investment Products
The landscape of investment products is broad and extends well beyond stocks, bonds and mutual funds, which are familiar to many investors.
Working with an Advisor
Qualified investment professionals can help you make sound financial decisions. We’ll help you understand the types of professionals you might encounter, their qualifications, and how to check them out before you take their advice or entrust them with your money.
Credit Score
Many people do not know about the credit scoring system—much less their credit score—until they attempt to buy a home, take out a loan to start a business or make a major purchase.
Additional Resources
Tools & Calculators
Use FINRA’s tools and calculators to help you make informed financial decisions based on your own personal circumstances and financial needs.
Investor.gov - SEC
Brought to you by the SEC’s Office of Investor Education and Advocacy, Investor.gov is your online resource to help you make sound investment decisions and avoid fraud.
Consumer Finance Protection
The Consumer Financial Protection Bureau, a U.S. government agency dedicated to making sure you are treated fairly by banks, lenders and other financial institutions.