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.)

%
 
   
   
Secure Employee Planning
1021 W. 8th Avenue
King of Prussia, PA 19406
Phone: PA - (610) 234-0061

(866) 616-8170		 • Fax: (484) 534-3546

Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.

1021 W. 8th Avenue

King of Prussia, PA  19406


Investment products and services from this representative(s) available only to residents of Arizona (AZ),California (CA),Colorado (CO),Connecticut (CT),Delaware (DE),Florida (FL),Georgia (GA),Hawaii (HI),Illinois (IL),Indiana (IN),Kansas (KS),Kentucky (KY),Louisiana (LA),Massachusetts (MA),Maryland (MD),Maine (ME),Michigan (MI),Minnesota (MN),Missouri (MO),Mississippi (MS),North Carolina (NC),New Hampshire (NH),New Jersey (NJ),New Mexico (NM),Nevada (NV),New York (NY),Ohio (OH),Oklahoma (OK),Oregon (OR),Pennsylvania (PA),Rhode Island (RI),South Carolina (SC),Texas (TX),Utah (UT),Virginia (VA),Vermont (VT),Washington (WA),Washington DC (DC),Wisconsin (WI),West Virginia (WV).

Fee-based investment advisory services from this representative(s) available only to residents of California(CA), Delaware (DE),Florida (FL),New Jersey (NJ), New York (NY), Pennsylvania (PA), Utah(UT), Washington (WA)

 

Secure Employee Planning, LLC and DVFG Advisors, LLC are not affiliated with Financial Network Investment Corportion

[ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure | www.financialnetwork.com ]