ROOTS | Calculate Your Wealth Growing Potential

Initial Investment *

Plant your Seed! The amount above will give the basis for your investment and will provide the Roots you need to grow your wealth.

Contribution

Monthly

To keep this planting metaphor going this is your fertilizer. Yes, the investment would grow with out it but you just super charged it!

Estimated Return Rate *

This is he precentage that you think your investment will grow by each year

Time Frame *

This is how many years you would like your investment to gow

Bonus Credit *

Savings Goal. This is the amount that you would like to save.

The chart below shows an estimate of how your wealth will grow over time according to the variables entered above.

S&P 500 Real Estate Nasdaq fund Roots REIT Fund

We will add these growth lines to your graph so you can compare.

Initial Amount
Years
Additional contributions
 ()
Rate of return
Total contributions
Total interest earned
End Investment Value

Years

Contributions

Interest Earned

Investment Value

Years

Total Value

Calculate Your Wealth Growing Potential