PORTFOLIOS
 

ProFolio has multiple portfolios that will meet your growth and risk profile. 

 
Retirement Calculator

Is your retirement plan on track? What is the probability your money will be there when you need it? Gain confidence in your financial plan.

College Savings Calculator

When should you start saving for college? Use the College Savings Calculator to answer this question and see if your 529 or other plan is on the right path.

Budget Calculator

Use our budget calculator to see how your spending is allocated. See how your expenses compare to our target allocations.  Boost your retirement savings.

Return Probability
 

What is the probability or odds of your portfolio having a specific return in a given year. Use our Return Probability Calculator to answer this question. 

Retirement Calculator

Should you max out your 401K? Will your taxable account outperform your 401K account over the long term?  401K accounts typically have limited investment options and higher fees than taxable accounts.  

Need more details? Contact us

We are here to assist. Contact us with questions or to get started.

Resources
Legal
PRIMERS/GUIDES
Free Guide: Take Control Of Your Financial Future
  • Why you need to rely on yourself for your retirement

  • How to build a diversified portfolio

  • How long will your retirement account last

Volatility Primer
  • What is volatility

  • How does volatility affect your portfolio value

  • The relationship between risk and return