CD Wealth Management
Private Wealth & Investment Advisory

16400 Dallas Parkway
Suite 310
Dallas, TX 75248
972-499-6280
investcommittee@cdwealth.com
www.cdwealth.com
 
 




Saving or Investing Calculator
Saving or Investing Calculator

How much will you accumulate if you save or invest regularly? Use this tool to calculate and chart the future value of regular monthly or annual deposits.


Calculation assumes that additional deposits are made at the end of the applicable period (month or year).


$
$ Monthly
Annually
1st:% 2nd:% 3rd:%

*Enter a value in the first box to generate a chart illustrating the effect of that rate of return on your savings or investments. You can also generate a chart comparing the effects of up to three different rates of return by entering other values in the remaining boxes.

Years

Securities may be offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kestra IS and Kestra AS may or may not be affiliated with the firm branded on this material. This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2023.