Weston Financial

Smart Advice Client Focus®

Financial Planning Calculators

What are your long-term financial goals?

Whether you’re planning for retirement or saving for a wedding, vacation home, or travel, our SmartAdvice™ Planning calculator can help you see where you stand and how much you should save to reach your goal.

Start planning today

Weston Financial offers customized solutions that assist our clients’ throughout their lifetime. Our SmartAdvice™ Planning approach can help you assess your current savings situation and customize a plan to help you reach your goals.

Am I on Track for Retirement?

Determine how your current savings and future contributions will affect your retirement.


Do I have enough Saved?

Find out how additional monthly contributions can help you reach your saving goals quicker.


Access our SmartAdvice™ Calculators

By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.
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By accessing the noted link you will be leaving Washington Trust Wealth Management's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust Wealth Management.
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Weston Financial  ||  100 William Street, Suite 200, Wellesley, MA 02481  ||  781-235-7055


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Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency