FINANCIAL PLANNING TOOLS

Our financial planning tools can assist you in analyzing if your current financial strategy is conducive to your future financial goals.

Investment Risk Questionnaire

Do you know the amount of risk your current assets carry?
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Do you know how much risk they should carry?
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Complete this brief questionnaire to evaluate the risk level you and your assets can comfortably handle.

Use Questionnaire

Investment Calculator

Do you currently have a retirement income plan?
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Is your current strategy on track to meet your retirement income needs?
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Use this calculator to analyze if your current savings strategy is on track to meet your retirement goals.

Use Calculator

Budget Worksheet

Do you have a retirement savings plan working within your budget?
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Do you know if your retirement savings are on track to meet your retirement income goals?
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Fill out this worksheet to get a true sense of what your expenses are!

Use Worksheet

Life Insurance Calculator

If you were to pass, is a plan in place to ensure your loved ones are financially protected?
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How much is the lifetime income void your passing would create?
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Calculate how much life insurance coverage is needed in the case of a household earner's passing.

Use Calculator

The first step toward achieving your retirement goals is having a plan…

Take your first step here!

Through designing All-Inclusive Financial Plans by incorporating our three pillars–Retirement Planning, Tax & Social Security Optimization, and Estate Planning, our team is dedicated to providing the highest level of excellence and personalized attention to those we serve.

Investment advisory services are offered through The Ivy League Advisory Group, LLC., a Registered Investment Advisor registered in the states of NH, VT, & AZ.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of The Ivy League Advisory Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states of NH, VT, & AZ or where otherwise legally permitted.