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Retirement Savings

Retirement can be the saddest or happiest day of your life. This pre-retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook. It is important that you re-evaluate your preparedness on an ongoing basis.

Future Value Estimator

Compound interest can have a dramatic effect on the growth of a series of regular savings and initial lump sum deposits. Use this calculator to determine the future value of your savings and lump sum.

Lump Sum vs. Payments

Use this calculator to help determine whether you are better off receiving a lump sum payment and investing it yourself or receiving equal payments over time from a third party.

Number of Periods

Compound interest can have a dramatic effect on the growth of a single deposit. Use this calculator to determine how many years an existing savings account will take to reach your stated objective.

Saving For College

With college costs increasing at twice the rate of inflation, it is important to start saving early. Interest working for you now in a regular savings program is much better than having interest work against you in the future in the form of education loans.

Risk Profiler

On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, this risk propensity can be used to determine the percentage of your portfolio that is exposed to equities. Complete the following questionnaire to help determine your risk profile.

Taxable vs. Tax-Deferred

Tax-deferral can have a dramatic effect on the growth of an investment. Use this calculator to determine the future value of an investment being subject to income tax each year versus deferring the tax until withdrawal.

Needed Savings

What are you saving for? A computer, car, boat, summer home, or down payment? Use this calculator to determine what you need to save on a regular basis to have the funds ready when needed.

Asset Allocation

Over 90 percent of investment returns are determined by how investors allocate their assets versus security selection, market timing and other factors.* Use this calculator to help determine your portfolio allocation based on your propensity for risk.

Savings Growth

It may surprise you how much more you could accumulate in savings simply by repositioning assets to potentially achieve a higher return. Even a one, two, or three percent return over a short number of years can make a noticeable difference.