Tools

ProFolio Capital Management Investment and Financial Planning Tools
Is your retirement plan on track? What is the probability your money will be there when you need it?  Use the ProFolio Retirement Calculator to get answers and gain confidence your retirement plan is on solid ground.
When should you start saving for college? Use the ProFolio College Savings Calculator to answer this question and see if your college savings plan is on the right path.
What are your monthly expenses? Use our budget calculator to see how your spending is allocated. See how your expenses compare to our target allocations. 
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. You may find the odds of a loss are higher than you think.
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