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.)

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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.)

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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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Neely Financial Services, Inc. and Neely Insurance Agency, Inc
505 W. 1st Street • Claremore, OK • 74017
Phone: (918) 341-0622 • Fax: (918) 341-0622
• rneely@htk.com

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rneely@htk.com

Ryan Neely is a Registered Representative of, and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 4111 South Darlington Suite 800, Tulsa, OK 74135, (918)664-6511.

Neely Financial Services, Inc. and Neely Insurance Agency, Inc. are independent of Hornor, Townsend & Kent, Inc.

Ryan Neely is insurance and securities licensed in the state of Oklahoma (OK).   This is not an offer or solicitation in any state where not properly licensed or registered.

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