Check the background of this financial professional on FINRA's BrokerCheck.
Welcome to Planning Solutions
 

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

 We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.

 We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
                                                


RMD (Lifetime Required Distributions: Traditional IRAs) Calculator
This tool calculates the lifetime required minimum distribution (RMD) amounts for a traditional IRA. Two charts will be generated, one illustrating both account growth (until your required beginning date) and RMD amounts over time, the other simply illustrating RMD amounts over time.
Personal Cash Flow Worksheet
Use this calculator to determine household cash flow. The exercise of determining expenses and creating a pie chart with this data will help illustrate where household funds go each month.
Mortgage Payment Calculator
Before buying a home, it's likely that many questions will arise, particularly in regard to financing.
Contact Us

5650 Greenwood Plaza Blvd. Suite 225J
Greenwood village, CO 80111
Phone: 303.913.0175
Fax: 720.612.4560
richard.volpe@questarcapital.com
          
Connect with us on: Go to LinkedIn  


 
 
 
To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck

Richard Volpe is a Registered Representative of Questar Capital Corporation.  Securities are offered through Questar Capital Corporation (QCC), Member FINRA/SIPC.  Planning Solutions is independent of QCC.

Privacy Policy



This communication is strictly intended for individuals residing in the state(s) of AZ and CO. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.