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Scrimenti Financial Services, LLC

PO Box 8030
Salem, OR 97303

Phone:

503-201-6093

E-mail:

jscrimenti@innovationpartnersllc.com

Complimentary Financial Review

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Calculators

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Welcome to Scrimenti Financial Services

Today's investment climate offers unprecedented opportunities. At Scrimenti Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

A clear understanding of their financial goals
A well-defined roadmap for achieving those goals
A “one on one” custom designed plan
Ongoing advice to help adjust their roadmap when their needs change

Here you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Calculators

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.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

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

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