Skip to content
facebooklinkedinenvelope
Vivian Investment Partners logoVivian Investment Partners logo
  • Home
  • About Us
    • About Us
    • Mark Vivian
    • Annette Vivian
    • Samantha Straub
    • Obi The Office Dog
    • Our Partners
    • Why Work With a CFP®
    • Why Work with an RICP®
    • About Raymond James
  • Our Services
    • Our Services
    • Financial Planning
    • Longevity Planning
    • Retirement Planning
    • Risk Management
    • FAQs
    • VIP Process - What We Do
  • Our Clients
    • Our Clients
    • Business Owners
    • Pre-Retirees
    • Retirees
  • Blog
  • Resources
    • Resources
    • Commentary & Insights
    • Client Access Videos
    • Intergenerational Wealth Transfer
      • Intergenerational Wealth Transfer
      • Communication
      • Philanthropy
      • Taxes
      • Your team
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Vivian Investment Partners
    1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262 T: 408.713.2020 F: 833.224.1504
    Map and Directions Map and Directions
  • Vivian Investment Partners
    7471 Monterey Street Gilroy, CA 95020 T: 408.713.2020 F: 833.224.1504
    Map and Directions Map and Directions
Reset All Filters
Asset Allocation Calculator
Asset allocation is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate ...
Savings & Investments
Benefits of Spending Less
Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget...
Savings & Investments
Start
Start
Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on a certificate of deposit (CD). Just enter a few p...
Savings & Investments
College Savings Calculator
Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you st...
Savings & Investments
Compound Savings Calculator
Consistent investments over a number of years can be an effective strategy to accumulate wealth. Even small additio...
Savings & Investments
Start
Compound Interest and Your Return
How interest is calculated can greatly affect your savings. The more often interest is compounded, or added to your...
Savings & Investments
Start
Cost of Waiting to Save
Waiting to begin your savings plan may have an important impact on your results. A delay of even a few years could ...
Savings & Investments
Start
Emergency Savings Calculator
Having adequate emergency savings can make unforeseen unemployment, auto repairs, medical emergencies, property dam...
Savings & Investments
Investment Distributions
This calculator helps you determine either how large or how long periodic distributions can be taken out of an inve...
Savings & Investments
Investment Goals
What will it take to reach your investment goal? Use this investment goal calculator to determine how much your inv...
Savings & Investments
Investment Returns
Meeting your long-term investment goal is dependent on a number of factors. This not only includes your investment ...
Savings & Investments

So, if you’re wondering ‘Am I there yet?’ We can help you figure out what your Work Optional / Financially Independent point is and how we can help you remain in that zone. Contact us for a complimentary consultation.

facebooklinkedinenvelope
Vivian Investment Partners logoVivian Investment Partners logo
  • 1276 North Palm Canyon Drive Suite 206 Palm Springs, CA 92262
  • 408.713.2020
  • 833.224.1504
  • Map & Directions
  • Map & Directions
  • 7471 Monterey Street Gilroy, CA 95020
  • 408.713.2020
  • 833.224.1504
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Vivian Investment Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use