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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The Asset Consulting Group, Inc.
410 S Orchard, Suite 112 • Boise, ID • 83705
Phone: (208) 333-9922 • Fax: (208) 386-9814
• 401k@assetconsultinggroup.com

 Mutual Funds, annuities, stocks, and other investments available through Financial Telesis, Inc. are not insured by the FINRA, SIPC nor are they obligations of or guaranteed by Financial Telesis, Inc. or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks including loss of some or all of the principal. 


Before proceeding further, please be advised that Financial Telesis, Inc., an SEC Registered Investment Advisor is currently licensed in all 50 states to provide investment advisory services.

Securities offered through Financial Telesis,Inc. Member FINRA/SIPC.



Financial advice offered through Financial Telesis, Inc., an SEC Registered Investment Advisor.

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