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Calculators

You can review interesting calculators on my site.

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Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

“The Baby Boomer generation faces a variety of challenges to a secure retirement, including longer life spans, volatile securities markets, unease regarding the future of social security, and the demise of traditional pensions.  It's easy to get off-track in this complex and dynamic environment.  We come to work every day to provide clarity and guidance in service to clients we care about.  Our fiduciary responsibility requires us to put clients' interests above our own, but we feel that is just the right thing to do.”

Phillip L. Smelser
Charted Retirement Planning Counselor

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Explains benefits of employee-stock ownership plans for succession planning.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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

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