Savings Goals  
Setting a goal is a crucial step in meeting your savings objectives. Do you have specific savings goals, or are you merely hoping you’ll have enough when the need arises? This calculator is designed to help you determine how much you need to save each year to meet your savings goals.
     

What is the total value of your savings? (Add up your bank accounts, investments, and other liquid funds. Do not include pension plans and home equity.)

$

How much would you like to have in the future? (Try to match a specific savings goal with a dollar figure. This will provide greater meaning and motivation.)

$

How many years do you have to save? (Write down the time frame for your goal.)

What after-tax return do you expect on your investments (0 percent 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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CCB Investment Services
165 West Avenue • Crossville, TN • 38555
Phone: 931-707-2210

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Cumberland County Bank and CCB Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.    Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. 

The investment products sold through LPL Financial are not insured Cumberland County Bank deposits and are not FDIC insured. These products are not obligations of the Cumberland County Bank and are not endorsed, recommended or guaranteed by Cumberland County Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
 
 

Important Consumer Information: 

 

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer("BD") or investment advisor("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a)satisfy the qualification requirments of, and are approved to do business by, the state; or (b)are excluded or exempted from the state's licensure requirements.

 

 

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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