Our Mission

Peace of Mind Through Financial Security

Every successful corporate president hires a Chief Financial Officer to attend to the financial needs of the company so he or she can manage the well being of the company. We believe every individual needs to hire a personal CFO so they can attend to their own personal interest and well being. More...


SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE
This information is intended for use only by residents of Alaska, Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Masachusetts, Maryland, Michigan, Minnesota, Montana, North Dakota, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than AZ.
The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. First Union Securities does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.



Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Newsletters

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

Betting Your Life on Low Coverage

If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

More Newsletters →