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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Quintessential Advisors
7810 McEwen Road, Suite D • Dayton, OH • 45459
Phone: 937-428-3300 • Fax: 937-428-9900
• jwilliams@quintadv.com

Securities offered through Registered Representatives of NFP Securities, Inc., (NFPSI) Member FINRA/SIPC .  

Investment Advisory Services offered through Investment Advisory Representatives of NFPSI.

NFPSI is not affiliated with Quintessential Advisors, Ltd.

This  site is published for residents of the United States only. Registered representatives and investment advisor representatives ofNFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.

NFPSI does not give tax or legal advice.