Tools To Get You Started

As a benefit to our clients and prospective clients, Sgroi Financial makes available the following free tools to assist with your financial planning.

Should I pay down debt or invest more?

How long will my money last?


How long will it take to pay off my credit card(s)?

How long until my loan is paid off?

What is the impact of making extra payments?


How much will a mortgage cost me?

What are the tax savings generated by my mortgage?


Will I be able to pay back my student loans?

What are the advantages of a Coverdell ESA?

What are the advantages of a 529 plan?


How much social security should I expect in retirement?

How does inflation impact my retirement income needs?


What is my life expectancy?

What are my chances of becoming disabled?

What are the tax advantages of an annuity?


How long will it take to reach my investment goal?

What will my current savings grow to?


How much will my investment compound?

What is the difference in leverage tax-advantaged vs. taxable accounts?

How do expenses impact mutual fund return?


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Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities. The information being presented herein does not consider your particular investment objectives or financial situation and does not make personalized recommendations. This information should not be construed as an offer to sell or a solicitation of an offer to buy any security. This material is not intended to replace the advice of a qualified tax adviser or legal counsel. Individuals should contact their own tax professionals and attorneys to help answer questions about specific situations or needs prior to taking any action based on this information. We believe the information provided is reliable, but do not guarantee its accuracy, timeliness, or completeness.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.