Smedley Financial Services, Inc.®
Private Wealth Management Team Advisors
102 S. 200 E. Suite 100
PO Box 4133
Salt Lake City, UT 84110-4133
801-355-8888
800-748-4788
sharla@smedleyfinancial.com
www.SmedleyFinancial.com
 
 




Reaching Your Investment Goal Calculator
Reaching Your Investment Goal Calculator

At a given rate of return, how long will it take for your portfolio to reach a specific amount? Saving more can help, but just how much of a difference would additional savings make?


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Additional amounts invested are assumed to be made at the end of each month (for monthly contributions) or year (for annual contributions).

Earnings are compounded monthly.

This calculator does not take into account the effect of federal or state taxes, or any investment fees or expenses.

This is a hypothetical example, intended for illustration purposes only; it does not reflect the performance of any specific investment or portfolio.



Securities offered through Securities America, Inc., Member FINRA/SIPC. Roger M. Smedley,CFP®, Sharla J. Jessop, CFP®, James R. Derrick, CFA,  Mikal B. Aune, CFP®, Jordan R. Hadfield, Leah Nelson, and Shane P. Thomas, Registered Representatives and Registered Investment Advisor Representatives of Smedley Financial Services, Inc.® Smedley Financial Services, Inc.® and Securities America, Inc. are separate entities. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professionals regarding your personal situation.


Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.