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.)

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Comprehensive Wealth Management
95 New Dorp Lane • Staten Island, NY • 10306
Phone: 718-980-9000 • Fax: 718-980-9002
www.ventocpa.com • john@ventocpa.com steve@ventocpa.com norman@ventocpa.com kim@ventocpa.com melanie@ventocpa.com kerri@ventocpa.com maryellen@ventocpa.com

John J. Vento is a registered representative registered to transact business with clients in New York, New Jersey, Pennsylvania, Connecticut, North Carolina, Virginia, Florida, California, Colorado, New Mexico, Illinois, Nevada, Georgia, Hawaii, Massachusets, and Oklahoma. John J. Vento is advisory licensed in the following states; New York, New Jersey, Pennsylvania, Florida, North Carolina, Massachusets, Nevada and California. John J. Vento is also an insurance agent licensed in New York, New Jersey, North Carolina, Florida, Nevada, and California. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, non-bank subsidiaries of Wells Fargo & Company, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value 

Comprehensive Wealth Management, Ltd. is not a registered broker/dealer or independent investment advisory firm.