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Address:

Gresham Office:
23345 SE Stark
Gresham, OR 97030
503-665-1040

Redmond Office:
250 NW 6th
Redmond, OR 97756
541-923-1040

Portland Office:
3835 NE Hancock St #101
Portland, OR 97212
503-281-0919

Phone:

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.

Estate Planning

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement & Inflation

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Taxes & IRAs

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • 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

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Capital Gains Taxes

    Estimate short-term and long-term federal capital gains taxes

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