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.)

%
 
   
   
GFC Strategic Lifestyle Advisors
269 Main Street • Greenville, PA • 16125
Phone: 1-800-808-7091 • Fax: (724) 588-3742
• kathy@securewithgfc.com

Securities offered through registered representatives of  Walnut Street Securities, Inc. member FINRA/SIPC. This material is for informational purposes only, and should not be construed as an offer to sell or solicitations of an offer to buy any security from or through WSS or its affiliates or persons associated with WSS or its affiliates.  WSS makes no representation or warranty relating to the facts presented or that all material facts necessary to make an investment decision are presented.  The information in this material is not intended to be personalized investment advice and should not be solely relied on for making investment decisions.  Neither Greenville Financial Consultants, Inc. nor GFC Strategic Lifestyle Advisors are affiliated with Walnut Street Securities, Inc.

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