Resources for Your Financial Journey
We believe the right tools and insights can make all the difference in reaching your financial goals. This page offers a selection of valuable resources, including interactive calculators for retirement and loan planning, along with connections to specialized professionals in key areas of finance. Whether you’re preparing for retirement, exploring financing options, or building your financial strategy, these resources are here to support you in making informed, confident choices every step of the way.
Our Partners
Our Professional Network
Cambridge Investment Research
Our partnership with Cambridge Investment Research, Inc. (Cambridge) ensures that our clients are protected under the rules & regulations governed by both the Financial Industry Regulatory Authority (FINRA) and the Securities & Exchange Commission (SEC). Founded in 1981*, Cambridge provides us with a broad range of solutions in the areas of advice, technology, business growth, consulting, outsourcing, compliance, and more, so we can focus on servicing our clients. *Cambridge and its predecessor broker-dealer.
TAG Advisors
Business continuity and succession planning is essential for any organization that puts their clients first, especially in the event of emergency or disruption. TAG Advisors, also aligned with Cambridge Investment Research, offers Mountain Capital Planning access to top industry professionals that provide business planning & protection strategies that not only help enhance the growth of our practice, but also offer succession plan solutions that give our clients confidence.
Our Financial Calculators
Plan Your Future
Retirement Calculator
Retirement Savings Calculator — calculate savings required to reach retirement goal
This calculator easily answers the question “Given the value of my current investments how much do I need to save each month to reach my retirement goal?”
The user enters their “Current Age”, there expected “Retirement Age”, the “Annual Interest Rate (ROI)” (annualized Return on Investment one expects to earn) and “Amount Desired At Retirement”.
The calculator quickly calculates the required monthly investment amount and creates an investment schedule plus a set of charts that will help the user see the relationship between the amount invested and the return on the investment. The schedule can be copied and pasted to Excel, if desired.
If you need a more advanced “Retirement Calculator” – one that calculates many more unknowns and one that calculates assuming retirement income and not a final lump sum then try the calculator located here: https://AccurateCalculators.com/retirement-calculator
Currency and Date Conventions
All calculators will remember your choice. You may also change it at any time.
Clicking “Save changes” will cause the calculator to reload. Your edits will be lost.
Loan Calculator
Using the calculator is straight forward. User enters a “loan amount”, “number of months”, “annual interest rate”. The calculator calculates the number of monthly payments.
The “Payment Method” determines when the first payment is due. With the default selection, “End-of-Period”, the first payment will be due one month after the loan is made. If “Start-of-Period” is selected, then the first payment will be due on the loan date.
The term (duration) of the loan is expressed as a number of months.
- 60 months = 5 years
- 120 months = 10 years
- 180 months = 15 years
- 240 months = 20 years
- 360 months = 30 years
Need more options including the ability to solve for other unknowns, change payment / compounding frequency and the ability to print an amortization schedule? Please visit, https://AccurateCalculators.com/loan-calculator
Currency and Date Conventions
All calculators will remember your choice. You may also change it at any time.
Clicking “Save changes” will cause the calculator to reload. Your edits will be lost.