Tools & Resources

Understanding Your Options.


Basic Financial Calculator

Learn the basics of personal finance with helpful budget tools
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Credit Management

A simple service that gets you direct access to FIX YOUR CREDIT NOW
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Mortgage Loan Calculator

Generate an estimated mortgage rate report
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Mortgage Loan Calculator (PITI)

Generate an estimated mortgage principal, interest, taxes, insurance rate load rate
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Long Term Care Calculator

Determine if you are financially prepared for these expenses
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Life Insurance Calculator

Find out how much life insurance you'll really by using this helpful tool.
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Financial Ratios

Zero in on areas of your business that may need attention
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Asset Allocation

Use this tool to help you create a balanced portfolio of investments
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Estate Tax Planning

Use this tool to see how you can preserve your wealth for future generations
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Estate Planning

Do you need a more hands on approach to your estate planning?
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72 t Calculator

See your maximum 72(t) distribution
Crunch the Numbers →

Human Life Value Calculator

Use this calculator to determine your economic value for you and your loved ones
Crunch the Numbers →

Education Finances

Tips for college

Retirement Planning

Understand ways to plan for your future retirement years

Investment Planning

Learn how investing can help you build wealth


Workshops & Presentations

Community Websites, Delco ​

Connect with a West Oak Financial Advisor Today.

Work one-on-one with a West Oak Financial advisor to design the perfect strategy for you and your family's finance and investment goals.