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Financial Calculator
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Financial Calculator
We Secure Future
Financial Needs
Analysis Calculator
Financial Needs Analysis Calculator
At the conclusion of the analysis, you'll receive a printable report for sharing with your spouse or advisor, aiding in clear planning for next steps. Note: We do not store any information
Client Name
Only alphabets are allowed.
Year of Birth Name
Are you married
Yes
No
Non-Smoker
Smoker
Phone Number
Please enter a valid phone number (10 digits only).
E-mail
Please enter a valid email address.
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$0
Goals
Remember there is no perfect answer. simply provide the information based on where you envision yourself at retairement.
Retirement Goal
Outstanding Home Mortgage
Long Term Care
Retired Parents
Vacation
Number of Dependents
Open this select menu
1
2
3
Dependent 1 Name
Only alphabets are allowed.
Education Cost
Dependent 2 Name
Only alphabets are allowed.
Education Cost
Dependent 3 Name
Only alphabets are allowed.
Education Cost
Total Education Cost
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$0
Monthly Income
Please share your monthly income figures to assist with the calculation.
Combined Gross
Combined Net
Combined Net cannot be greater than Combined Gross.
Other Income Sources
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$0
Monthly Expense
The closer your input matches your actual numbers, the more accurate picture we can provide for your future planning.
Mortgage/ Rent
Car Insurance
Car Payments
Life/ Health Insurance
Utilities
Other Loans
Credit Cards
Car Maintenance/Gas
Food/Clothing
Personal Expenses
Property Insurance
Miscellaneous
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$0
Assets
Please provide us with details of all your assets, including investment properties, stocks/bonds, and retirement accounts.
Market Value of Home
Mutual Funds/Stocks
Life Insurance – Cash Value
Savings Account
Checking Account
Retirement Accounts
Investment Properties
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$0
Liabilities
Please list all your liabilities, including outstanding mortgage(s), credit card debts, and loans (such as automobile loans).
Primary Residence Mortgage
Other Properties Combined Mortgage
Automobile(s) Loans
Credit Cards
Personal Loans
Other Loans
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Financial Strategy for
Goal:
Retirement Goal
$
0
Mortgage
$
0
Long-term Care
$
0
Retired Parents
$
0
Total Education Cost
$
0
Vacation
$
0
Total Retirement Goal : $
0
Monthly Income Goal:
Combined Gross
$
0
Outstanding
$
0
Total Monthly Income Goal
$
0
Total Income : $
0
Monthly Expense:
Mortgage/Rent
$
0
Car Insurance
$
0
Car Payments
$
0
Life/Health Insurance
$
0
Utilities
$
0
Other Loans
$
0
Credit Cards
$
0
Car Maintenance / Gas
$
0
Food / Clothing
$
0
Personal Expenses
$
0
Property Insurance
$
0
Miscellaneous
$
0
Total Expenses
$
0
Assets:
Market Value Of Home
$
0
Mutual Funds / Stocks
$
0
Life-insurance cash Value
$
0
Saving Account
$
0
Checking Account
$
0
Retirement accounts
$
0
Investment Properties
$
0
Total Assets
$
0
Liabilities:
Primary Residence Mortgage
$
0
Other Properties Combined
$
0
Automobile's ( Loan )
$
0
Credit Cards
$
0
Personal Loans
$
0
Other Loans
$
0
Total Liabilities : $
0
We Secure Future
$0
Calculated Financial Needs
This is the target number for achieving a stress-free retirement for you and your family.
$0
Your Family's Financial Needs
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