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.)

%
 
   
   
Business Advisors, LLC


David K Seems, Managing Partner, Stanford Place II, 7979 E. Tufts Ave., Suite 900A, Denver, CO 80237, Phone: 303.708.8774 Fax: 866.609.9083.



Gail L. Reeves, Marketing Consultant, Stanford Place II, 7979 E. Tufts Ave., Suite 900A,
Denver, CO 80237, Phone: 303.708.8774 Fax: 866.609.9083.



Cherry Creek Office, Shari L. Sullivan, Partner/Employee Benefits, 2500 E. Alameda Ave. #23, Denver, CO 80209, 303.955.8060.


 • , CO • 80237
Phone: 303-708-8774 • Fax: 866-609-9083
• info@businessadvisorsllc.net dseems@businessadvisorsllc.net greeves@businessadvisorsllc.net

David K. Seems is licensed in CO, NM, WY, MT, AZ, CA, GA, IL, MI, MN, MO, NV, OK, OR, and TX to offer insurance products, and life insurance (including variable life), and annuities (including variable annuities), and is securities registered in AZ, CO, MN, NM, and WY and adviser registered in CO.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: David K. Seems may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by David K. Seems that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, the companies available through the Preferred Product Network, Inc, and/or other fine carriers.  Securities and advisory products offered through Princor Financial Services Corporation, 800-247-1737, member SIPC.  Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group, Des Moines, IA 50392.  David K Seems, Principal National and Principal Life Financial Representative, Princor Registered Representative, Financial Advisor.  Business Advisors, LLC and Shari L. Sullivan are not affiliates of any company of the Principal Financial Group.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

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