Financial Calculators

We provide a variety of financial calculators to assist you in understanding your financial needs and how you can address them using various financial and investment plans.

Investment Calculators

Asset Allocation

The asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. The calculated asset allocation is a great place to start your analysis in building a balanced portfolio. Click on the 'View Report' button for a detailed look at your results. Asset allocation or diversification do not guarantee a profit or protect against a loss.


Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. When you access one of these sites, you are leaving www.lincolninvestment.com and assume total responsibility for your use of the sites you are visiting.