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.)

%
 
   
   
Springfield Wealth Advisors
3556 Culpepper Circle, Ste 4A • Springfield, MO • 65804
Phone: 417-886-8500 or 1-800-299-5725 • Fax: 417-886-8905
• mikehorn@springfieldwealthadvisors.com

IMPORTANT CONSUMER INFORMATION

A broker-dealer "BD", investment advisor "IA", a BD agent, or IA representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.



For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.



The information within this website is believed to be correct but is dependent on outside sources. It is not intended to give tax or investment advise. This information should be given in person from a professional that has taken the time to review your assets, needs, and circumstances before making a recommendation.



Michael E. Horn



Springfield Wealth Advisors, Inc.



3556 Culpepper Circle, Suite 4A



Springfield, MO 65804







(417) 886-8500



1-800-299-5725







Securities offered through Investment Planners, Inc.

Member FINRA & SIPC


 

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