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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Strategic Financial Partners Inc.

Main Office - Colorado Springs
1755 Telstar Drive, Suite 501
Colorado Springs, CO 80920
Phone: 719.388.2011


Office - Salt Lake City
111 East Broadway, Suite 340
Salt Lake City, UT 84111
Phone: 801.869.1800


Office - Ogden
2225 Washington Blvd., Suite 230
Ogden, UT 84401
Phone: 801.399.5409




493283 DOFU 04232012

Strategic Financial Partners Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Copyright 2012 Strategic Financial Partners Inc., Securian Financial Network. All Rights Reserved.