Tools and Calculators

Does Your Current Wealth Management Plan Measure Up?

This Microsoft Excel Workbook contains a series of six electronic spreadsheets that will help you to organize all of your financial information in one place. Click Here to Download [xls]
Use this calculator to determine the monthly payment for a fixed-rate loan. Click Here to View
Use this calculator to help you compare the monthly payments and the amount of equity you will build in your home for several kinds of fixed and adjustable-rate mortgages. Click Here to View
Use this calculator to see how a consistent approach to investing can make your money grow. Click Here to View
Use this calculator to help you estimate how long it will take you to pay off your credit card balance. Click Here to View
Use this comprehensive life insurance calculator to determine how much life insurance you might need. Click Here to View

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At certain places on our website we offer direct access or “links” to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of Benefit Financial Services Group. Benefit Financial Services Group does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Benefit Financial Services Group does not necessarily endorse or recommend any commercial product or service described at these websites.

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