Get an estimate of your situation with our financial calculators

Our financial calculators cover a wide spectrum of the most important financial planning situations:

  • Investment Comparison
  • Social Security
  • Retirement Plan
  • Estate Plan
  • 1040 & Taxes

These calculators are designed to give you an overview and estimate of your situation so you have a general idea as to what you might expect to encounter for a scenario.

These calculators are not a substitute for the advice and insight of an experienced financial advisor. If you have a particular issue or need that requires more examination, fill out the form below and set an appointment to speak with a Presidential Wealth Management financial advisor.

Investment Comparison Calculator

Social Security Calculator

Retirement Plan Calculator

Estate Plan Calculator

Federal INCOME TAX Calculator

Contact Us to Set an appointment

UPCOMING FINANCIAL PLANNING WORKSHOPS and classes

Social Security & Medicare classES

Golden Rec Center
October 29 and November 2
GOLDEN
Close Menu