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.)

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Independence Financial Group
600 Luckie Drive, Suite 200 • Birmingham, AL • 35223
Phone: (205) 268.8384 • Fax: (205) 268.3949
• JeffLooney@IndFG.com

Investment Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Adviser. Securities offered through ProEquities, Inc. a registered broker-dealer and member of FINRA & SIPC. Independence Financial Group is independent of ProEquities, Inc.

Please be advised that representatives of Independence Financial Group hold 6, 63, 65 licenses in AL, AZ, GA, & MS. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by the representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

 

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