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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Paradigm Financial Group, LLC
5624 Whitesville Road, Bldg. A • Columbus, GA • 31904
Phone:
800.323.2101
706.324.3131
• Fax: 706.324.5206
• pfg@knology.net

Please be advised that presently Dan R. Strain,PhD. holds a Series 07, 63 and 65 license and is registered to sell mutual funds, variable annuities, and variable life products and provide investment advice in the state of GA and AL. For residents of other states, proper licenses and registrations must be obtained by Mr. Strain before proceeding further. No parts of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities offered through Cape Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

Dan R. Strain is a Registered Representative and Investment Advisor Representative of Cape Securities, Inc., a registered broker/dealer and member FINRA / SIPC / MSRB. Cape Securities, Inc. home office is located at 2005 Pennsylvinia Avenue, McDonough, Georgia., 30253,1-678-5831120. Paradigm Financial Group, LLC is independent of Cape Securities, Inc.

Please be advised that presently Harry A. Scott, Jr, MBA . holds a Series 06 and 63 license and is registered to sell mutual funds, variable annuities, in GA and AL. For residents of other states, proper licenses and registrations must be obtained by Mr. Scott before proceeding further. No parts of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities offered through Cape Securities, Inc..will fluctuate in value and are subject to investment risks including possible loss of principal.

Harry A. Scott, Jr. is a Registered Representative of Cape Securities, Inc., a registered broker/dealer and member FINRA / SIPC./ MSRB .Cape Securities, Inc. home office is located at 2005 Pennsylvinia Avenue, McDonough, Georgia., 30253,1-678-5831120. Paradigm Financial Group, LLC is independent of Cape Securities, Inc.