Financial Assessment Tools Assessment Tools Retirement Assessment: Retirement means different things to different people. No matter how you see your retirement, the best way to make it a reality is to develop a plan — and actually see it through. Making sure you have enough income and assets to live comfortably will let you retire from your job, not your way of life.Major Purchase Assessment: Enter details for your major purchases to help estimate the cost and the amount of savings you will need.Education Assessment: Imagine your child coming to you with an acceptance letter from the school of their dreams... What will you do to ensure they can continue to focus on school and not on how they'll have the funds to get there? 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.