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.)

%
 
   
   
Coble-Cravens Financial Services, Inc.
504 West Main Street • Arlington, TX • 76010
Phone: 817-462-4200 • Fax: 817-462-4250
• jarnot@coblecravens.com





Securities and Investment Advisory Services are offered through Tower Square Securities, Inc. (TSS).  Member FINRA/SIPC, a registered investment advisor. Coble-Cravens Financial Services, Inc. is not affiliated with TSS.

The aforementioned material is a product or service listing, and is not intended to be an offer for the sale of securities. Securities products are offered by prospectus only.

John Arnot is licensed in AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ,  NM, NV, NY, OH, OK, OR, SD, TX, UT, WA, WI, And WY for the sale of security products, and in MO, LA, NM, OH, PA, and TX for the sale of insurance products

Jerry Proter is licensed in AL, AR, CO, FL, IA, KS, LA, NE, NJ, NY, OR and TX for the sale of security products, and in TX for the sale of insurance products. 

Terry Ingram is licensed in TX for the sale of security products, and in TX for the sale of insurance products.

Roger Martin is licensed in TX for the sale of security products, and in TX for the sale of insurance products.

Richard English is licensed in WA andTX for the sale of security products, and in TX for the sale of insurance products.

Jeff Brown is licensed in OK and TX for the sale of security products, and in TX for the sale of insurance products.

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