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.)

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Williamson Financial Services
198 Main Street - Suite 100 • Trussville, AL • 35173
Phone: (205) 661-9333 • Fax: (205) 661-9444
• freddy@williamsonfinancial.com

Freddy Williamson solicits business only in Alabama, Florida, Georgia, consequently he maintains licenses for those three states alone. His licenses include Series 6, 7, 63 and 66, and also maintains a life, disability and variable annuity licenses. He is a member of the International Association of Registered Financial Consultants (RFC), and a CFP candidate.

No parts of this communication should be construed as an offer to sell or provide investment advice or recommendations. Securities offered through ProEquities, Inc. will flucuate and are subject to investment risks including possible loss of principal.

Freddy J. Williamson can be reached at (205) 661-9333 or 1-888-343-PLAN. Investment advisory services offered through Investment Advisers, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a registered broker-dealer, and member FINRA and SIPC. Williamson Financial Services is independent of ProEquities.