Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you. Related Content Investments You’ve made investments your whole life. Work with us to help make the most of them. Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one. Assess Your Life Insurance Needs This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.