Calculators Back to top
529 Plan Calculator www
Use this calculator from Saving for College to estimate your child's future total cost of college.
College Savings Calculator www
Use Finra's College Savings calculator to determine the amount you must invest each year to have enough money to cover all college costs.
IRA Calculator www
This calculator from Bankrate is designed to examine the affects of 72(t)/(q) distributions on your retirement plan balance.
Required Minimum Distribution Calculator www
Use this calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA.
Retirement Calculator www
Use this calculator to plan your investing strategy now so that you will have enough to see you through your retirement years.
Social Security Retirement Estimator www
The Retirement Estimator gives estimates based on your actual Social Security earnings record.
Helpful Links Back to top
AIG Website www
Discover information about various annuities, market news and advice on AIG's wesbite.
Equitable Website www
Visit the Equitable website for manageable steps toward financial security.
How to open an encrypted email pdf
As part of our commitment to protecting sensitive client data, here is a resource to help you open an encrypted email from our team.
Jackson Website www
This website offers a variety of products and tools to help with your important long-term goals.
Lincoln Financial Group www
Understand investing and save up for retirement with Lincoln Financial Group resources.
Stay up-to-date on Brighthouse's product offerings and check out their resources for financial freedom.
New York Life www
Discover the significant advantages of planning for retirement through New York Life's website.
Pacific Life www
Let Pacific Life help you meet your needs for multiple aspects of your financial planning.
From life insurance to retirement, Protective has the proper resources to help you.
Prudential's website provides information about investments and retirement options.
Security Benefit www
This website offers multiple resources for your financial planning. View their links for the information you need.
Social Security Website www
Get the answers to your social security questions through this website.
Access information on a variety of investment topics for individuals or business. SunLife has multiple resources to check out and use.
New Clients Back to top
Wealthscape Investor Login www
Here are the instuctions to set up your Wealthscape Investor account:
- Please visit //investor.wealthscape.com
- Click the Register link
- Please input the last four digits of your social security number as well your first name, last name, and date of birth,
- Enter your account number
- You will be asked to setup a Password followed with a security question.
This will complete the registration process and you will be assigned a 10 digit Username. On the next page, you can customize the Username.