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Page Title - Investment Services

Investment Calculators

  • Annual Stock Option Grants
    Use this calculator to project how much a series of annual stock option grants could be worth to you.
  • Asset Allocator
    Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
  • Future Contracts Calculator
    Use this calculator to determine the number of futures contracts you may wish to purchase based on your account equity and trading plan.
  • Investment Loan
    This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
  • Investment Returns
    There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
  • Stock Option Calculator
    Use this calculator to determine the value of your stock options for the next one to twenty five years.

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Fixed insurance products may also be offered through Kinecta Financial & Insurance Services, a subsidiary of Kinecta Federal Credit Union, CA Insurance License #0E24631. Kinecta Financial & Insurance Services, Member FINRA/SIPC, provides referrals to LPL Financial. Kinecta Federal Credit Union and Kinecta Financial & Insurance Services are not affiliated with LPL financial. Investments and insurance products are:

KFIS Disclosure Box

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of investments and services mentioned are available in every state.

Kinecta Financial & Insurance Services