Monday, May 27, 2024
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Planning Tools

Financial Calculators

Check out our free handy calculator menu below. They cover areas of interest ranging from savings goals, to paying of credit card debt, getting your home budget in order and reviewing your current insurance need, to getting a handle on your retirement situation. Be sure to contact us if you would like to arrange a free consultation to discuss any of the financial needs covered by these calculators or to schedule a confidential appointment.

Financial Worksheets

The worksheets that follow can be used to help you put your “financial house” in order, as well as to help ease the burden of uncertainty that most families experience, especially after the death of a loved one. The fillable financial worksheets can be completed in the Acrobat Reader, either online or offline and saved. Note: You must have Acrobat Reach version 8 or later to save “fillable forms” (Click here to download Acrobat for Free). In completing the forms, enter whole numbers only, no commas. Be sure to contact our office if we can assist you with any of these planning needs covered by these worksheets.

Free Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.

Our Trusted Partners

  • Kansas Life
  • BSC
  • IMG
  • BCBS
  • Blue
  • The Bloch Agency
  • KCL Group

HCR: 5 Things You Need to Know

  1. The ACA Law is in Effect;
  2. You are required to have coverage;
  3. Major milestones are looming;
  4. Financial help extends to middle class Americans;
  5. Insurances prices/costs may significantly change;

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What Others Are Saying

Brian Keith

"Legacy Financial Solutions has been a tremendous help to us in our efforts to provide our congregation with the essentials needed to navigate them through the difficult and arduous task of preparing wills.

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Robert Hayes

"All I did was see a need and called Legacy Financial Solutions, LLC.

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