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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American Financial Network - Financial Planning and Investment Management
23975 Park Sorrento, Suite 250 • Calabasas, CA • 91302
Phone: 818.264.4644
Toll Free: 800.585.3326		 • Fax: 818.222.2769
bellen@afn-net.com
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Securities licensed associates of American Financial Network are Registered Representatives offering securities through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Financial planning and advisory services are offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Registered Representatives of Securities America may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Advisor representative registration requirements, or an applicable exemption or exclusion. American Financial Network and the Securities America companies are not affiliated.

American Financial Network
23975 Park Sorrento Suite 250, Calabasas, CA 91302
Toll Free: 800.585.3326 Phone: 818.264.4644 Fax: 818.222.2769