Savings Accumulation  
If you currently have a savings plan in place, it’s important to know how much money you are on track to accumulate. As the saying goes, if you don’t know where you’re going, any road will take you there. Regardless of whether you’re saving for a long-term goal such as retirement or for a short-term goal such as a family vacation, it’s important to have a dollar figure in mind. This calculator is designed to help you estimate the future value of your current savings.
     

Total value of current savings: (Consider your bank accounts, savings accounts, investments, and other liquid funds. In general, do not include pension plans and home equity.)

$

Anticipated additional savings each year: (Push yourself to be a disciplined saver, but be realistic. If you set your expectations too high and fail, you’ll only be hurting yourself.)

$

How many years do you have to save? (Write down an appropriate time frame for you to pursue your savings goal.)

What after-tax return do you expect on your investments (0 to 10 percent)? (Estimate the return on investments based on the time frame and the investment vehicles used for a particular savings goal. Remember to adjust for taxes.)

%
 
   
   
FFA Family Financial Advocates
Family Financial Advocates®
283 Cranes Roost Blvd., Ste 120
• Altamonte Springs, FL • 32701
Phone: 407-740-5900 • Fax: 407-628-3678
• partner@familyadvocate.net

  Securities offered & supervised through Wilbanks Securities, Inc., Member FINRA/SIPC
  4334 NW Expressway, Suite 222 Oklahoma City, OK 73116  1.888.842.0202

 Financial Planning and Investment Advisory Services Through Wilbanks Securities Advisory an SEC Registered Investment Advisor.

Custody through National Advisors Trust, FSB, Charles Schwab Institutional, Raymond James and RBC Capital Markets Corporation.

Wilbanks Securities has a clearing relationship through RBC Correspondent Services (RBC CS), a division of RBC Capital Markets Corporation, member NYSE/FINRA/SIPC. Our approach is to partner with established companies, tapping into their expertise. Professional trustee services are offered by RBC Trust Company (Delaware) Limited who serves as trustee.

Investments are not guaranteed.Investment objectives,risks, charges and expenses must be considered before investing. Performance data quoted represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate so that upon redemption client's shares may be worth more or less than their original cost.Information is available through ADV PT 2 as well as product prospectus.

Investments are not  NCUA Insured. There is no Credit Union guarantee and accounts may lose value.

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Financial services and advisory are offered at the Altamonte Springs Office only.

Other FFA locations are Family Business Succession consulting locations.

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