House
Age: 27 Risk Tolerance: Low
INITIAL INVESTMENT
MONTHLY CONTRIBUTION
HORIZON
MONTHLY CONTRIBUTION
HORIZON
$20,000
$600,000
8 Years
$600,000
8 Years
Projected Result Over 8 Years
HIGH
LOW
LOW
:
:
:
$110,000
$80,000
$80,000
Retirement
Age: 35 Risk Tolerance: High
INITIAL INVESTMENT
MONTHLY CONTRIBUTION
RETIREMENT AGE
MONTHLY CONTRIBUTION
RETIREMENT AGE
$50,000
$750,000
67
$750,000
67
Projected Result Over 8 Years
HIGH
LOW
LOW
:
:
:
$997,000
$749,000
$749,000
Build Wealth
Age: 53 Risk Tolerance: Moderate
INITIAL INVESTMENT
MONTHLY CONTRIBUTION
HORIZON
MONTHLY CONTRIBUTION
HORIZON
$30,000
$1,500
12 Years
$1,500
12 Years
Projected Result Over 8 Years
HIGH
LOW
LOW
:
:
:
$440,000
$296,000
$296,000