Independence Day Calculator

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If you maintain the current financial path
you are pursuing, we estimate the year you achieve
True Financial Independence will be:
2027
Your independence day may seem a long way off, and without the right tools and expertise it could remain that way. But we believe that with our help you could move that date forward by designing a clear path to your financial freedom. Contact Independence by Convergent today to find out if we can help shorten your path to Independence.
Your independence day is coming, but it could arrive sooner with the right tools and expertise. Contact Independence by Convergent today to find out if we can help shorten your path to financial freedom by designing a financial strategy that fits your goals.
Congratulations! You have achieved true financial independence. Now the challenge is maintaining it. Contact Independence by Convergent today to find out how we can provide you with the strategies and expertise to help you protect your financial freedom now and in the future.
Congratulations! You have achieved outstanding financial success. We recommend you speak with Convergent Wealth Advisors where you can receive specialized service and expertise regarding estate planning, charitable gifts, and maximizing your after-tax estate.

declareyours@independence.com (855) 554-4639

Your financial Independence could be closer than it appears. There are other factors that may help contribute to your financial freedom, such as social security or an expected inheritance. Contact Independence by Convergent today to assess your financial outlook and help define the right financial strategy for you.
Your independence day is quickly approaching, but how will you maintain it once you arrive? We believe Independence can help you achieve financial freedom with even greater speed and security. Contact Independence by Convergent today to start creating a clear path designed to achieve and sustain your financial Independence.
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This calculator is for illustration purposes only and is not guaranteed. Actual results can and will vary. Results are based on information you provide along with general assumptions made to simplify the analysis. Due to the complexity of calculating future retirement benefits, these are merely estimates designed to give you a general range of benefits. This calculator may include estimates, projections or other forward looking statements, however, due to numerous factors, actual events may differ substantially from those presented. As with any calculator, assumptions used can have a big impact on the outcome. Assumptions of the Independence calculator result are based upon the following: Annual Investment Return 4.64 percent, Annuity Return 3 percent, Inflation Rate: 3 percent, Tax Rate 15 percent.
 
Additionally, please be aware that past performance is not a guide to the future performance of any manager or strategy, and that the performance results displayed herein may have been adversely or favorably impacted by events and economic conditions that will not prevail in the future. Therefore, caution must be used in inferring that these results are indicative of the future performance of any strategy. Moreover, the information provided is not intended to be, and should not be construed as, investment, legal or tax advice. Nothing contained herein should be construed as a recommendation or advice to purchase or sell any security, investment, or portfolio allocation. Any investment advice provided by Independence by Convergent™ is client specific based on each clients' risk tolerance and investment objectives. Please consult your Independence Advisor directly for investment advice related to your specific investment portfolio.
 
Non-deposit investment products are not FDIC insured, are not deposits or other obligations of Convergent Wealth Advisors, are not guaranteed by Convergent Wealth Advisors and involve investment risks, including the possible loss of principal.

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declareyours@independence.com

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