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 12 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.)

%
 
   
   
Yorktown Financial Group, Inc.
Yorktown Financial Group, Inc.
300 Yorktown Plaza, 3rd Floor
Elkins Park, PA 19027
Phone: 215-517-6665
Fax: 215-517-5610

Rose Tree Corporate Center II
1400 North Providence Road
Suite 1015
Media, PA 19063
Phone: 610-891-9700
Fax: 610-892-2900

Alan J. Fishman, CLU, CFP®
afishman@yorktownfinancialgroup.com

Howard M. Siegal, CPA
hsiegal@yorktownfinancialgroup.com

Kevin S. Drobnes, CPA
kdrobnes@yorktownfinancialgroup.com

Derek Lemke,CFP®
dlemke@yorktownfinancialgroup.com

Ronda Hornstein, Admin
(Elkins Park, Pa.)
rhornstein@yorktownfinancialgroup.com

Cindy McPeak, Admin
(Media, Pa.)
mcpeak_cindy@nlvmail.com

www.yorktownfinancialgroup.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, Rose Tree Corporate Center II, 1400 N. Providence Road, Suite 1015, Media, Pennsylvania 19063  (610) 891-9700  Yorktown Financial Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.


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