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Calculators

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Contact Us

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Contact Us

Welcome to Francis Investment Consulting Group, Inc.

We believe certain fundamental principals, including diversification and consistency remain important over time.  We strive to provide personalized wealth management strategies and invesment management programs designed to support each client's individual goals.

We view wealth management as the union of personalized investment management and strategic, comprehensive, and ongoing planning. Everything we do is driven by our client's financial objectives. We deliver personal strategies and investment management solutions tailored to achieve each client's individual goals.

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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