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 12 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.)

%
 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Calculators provided by Emerald Publications.

   
   
GrandView Financial Group, LLC
Two Perimeter Park South
Suite 310 E
Birmingham, AL 35243
Phone: 205-262-1120 Fax: 205-262-1118
www.grandviewfinancialgroup.com info@grandviewfinancialgroup.com

Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC.

Multi-Financial Securities Corporation, , Inc. is not affiliated with Grandview Financial Group, LLC.


 
Investment products and services from this representative(s) available only to residents of Alabama (AL), California (CA),Florida (FL),Georgia (GA),Illinois (IL),Kentucky (KY), Maryland (MD), Ohio (OH),Tennessee (TN),Texas (TX),Virginia (VA),Washington DC (DC).


Supervisory Office:
Robert  Straka, GrandView Financial Group, LLC  Two Perimeter Park South   Suite 310E  Birmingham, AL  35243
(205) 262-1120  (fax) (205) 262-1118  email:
bob@grandviewfinancialgroup.com

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