Get Me Off This Bridge

Tired of losing an hour of your day to this bridge? The calculators on the left hand side below will give you a real sense of what retirement could look like.

Ready to go further? Open Source Investments is on the right hand side below — reach out through the banner and find out how we can help you retire.

Check out some basic calculators below. For more advanced planning, click the Advanced Calculator button.

Here's some basic information about Open Source Investments. For more detail, check out the Open Source Investments button below.

Plan the crossing

Retirement Calculators

Rough numbers to get you thinking. For a plan built around your real situation, talk to an advisor.

Retirement Savings Projector

What today's savings and future contributions could grow into.

Current savings ($) Monthly contribution ($) Years until retirement Expected annual return (%)

Projected balance at retirement $0

How Much Do You Need to Retire?

A rough target nest egg, based on a fixed annual withdrawal rate.

Desired annual income ($) Annual withdrawal rate

Target nest egg $0

Monthly Income From Savings

What a given nest egg could pay out, at a chosen withdrawal rate.

Total retirement savings ($) Annual withdrawal rate

Estimated monthly income $0

Illustrative estimates only — not a projection or guarantee of any specific outcome, and not personalized investment advice.

Who's behind the bridge

Open Source Investments

Dynamic money management for a confident retirement — built in Mandeville, Louisiana, for clients everywhere.

29+ Years combined advisory experience

2 Dedicated, hands-on advisors

$0 Cost for your initial plan

Why clients choose Open Source

Complimentary financial plans, built as a planning tool — not a sales pitch
AMF strategy: custom portfolios blending actively managed funds and ETFs
OASIS strategy: ETF-based asset allocation and sector rotation
Direct access to the advisors managing your money — not a call center

Two strategies, one planning process

Dynamically managed

AMF Strategy

A customized blend of actively managed funds and ETFs, adjusted over time to fit your goals and risk tolerance.

ETF-based

OASIS Strategy

Our Ongoing Active Strategic Investing System uses ETFs exclusively, with asset allocation and sector rotation.

Meet the advisors

Scott Capace Owner & Investment Advisor

29+ years in financial services, including experience as a Charles Schwab advisor and financial radio host.

Joseph Zinsel Owner & Investment Advisor

Portfolio manager since 2004, formerly with Merrill Lynch. Earned the Chartered Market Technician (CMT) designation in 2010.

Schedule a Free Consultation

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GET ME OFF THIS BRIDGE