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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Eagle Financial Group
12501 Antioch, Suite 102 • Overland Park, KS • 66213
Phone: 913-851-2900 • Fax: 913-851-1907
• smankameyer@sfsrep.com

Steve F. Mankameyer, CFP™, is a registered representative with Sunset Financial Services, Inc., a FINRA registered broker-dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. Steve F. Mankameyer, CFP™, is licensed to offer securities products in Kansas, Missouri, and Florida. Steve F. Mankameyer, CFP™, is also licensed to offer insurance products in these same states. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Steve F. Mankameyer, CFP™, is properly licensed.

*Securities and Investment Advisory Services offered through Sunset Financial Services, Inc. 3520 Broadway Kansas City, MO 64111 Ph. (816) 753-7000 (Home Office) Member FINRA, SIPC

Eagle Financial is not affiliated with Sunset Financial Services.

The URL address www.SFSplanning.com is in no way affiliated with Sunset Financial Services.

 CFP™, Certified Financial Planner™ and ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.