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  Calculators

The calculators at this site are designed to help you to understand the issues that need to be considered in determining the investment option or options suitable for you.
However, the calculators should not be seen as a substitute for professional advice from a financial planner who takes into account your personal financial circumstances and needs.
We strongly recommend that you discuss your requirements with a qualified financial adviser, who can take into account your personal financial position and can help you choose a strategy that suits your own personal circumstances.

Life Insurance Needs

Retirement Analysis

Roth IRA Comparison Calculator

Mortgage Calculator

Locations
18 E Union Blvd
Bethlehem PA 18018
Phone: 610-691-3600
Fax: 610-691-4400


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