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Rose Point Capital Advisors

Rose Point Capital Advisors

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  3. Economic Calculators

Economic Calculators

Link Disclosure: The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.

Retirement

  • Social security retirement income estimator
  • How does inflation impact my retirement income needs?
  • Convert discretionary expenses to savings

Savings

  • Save now vs. save later

Insurance

  • What is my life expectancy?
  • What are the chances of becoming disabled?
  • What are the tax advantages of an annuity?
  • How long will my current life insurance proceeds last?

Taxation

  • Tax refund estimator

College

  • Will I be able to pay back my student loans?
  • What are the payments on a parental (PLUS) loan?

Credit

  • Which is better, cash up front or payments over time?

FINRA Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator
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Contact info

  •   210 South Broadway Suite 210, Tyler, Texas 75702
  •   903-747-3446
  •   jay.oliver@rosepointcapital.com

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D. Jay Oliver is licensed to conduct business in Texas and for non-registered insurance products only. D. Jay Oliver is also licensed and registered to conduct business in the following states: Texas, Arkansas, Illinois, Louisiana, Missouri and Oregon for non-registered and registered insurance products, as well as securities.

Rose Point Capital Advisors is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Rose Point Capital Advisors are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Rose Point Capital Advisors are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

2006199 DOFU 06/2018

Rose Point Capital Advisors, 210 S. Broadway., Suite 210, Tyler, Texas 75702,  or 903-747-3446.

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