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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Capital Asset Management, Inc.
3636 North Roff Avenue • Oklahoma City, OK • 73112
Phone: 405-947-2913 800-375-2913 • Fax: 405-948-9035
www.capitalassetmanagement.com • doliver@fscadvisor.com
Securities are offered through FSC SECURITIES CORPORATION, member FINRA/SIPC. They are not obligations of, or guaranteed by, FSC SECURITIES CORPORATION or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks, including loss of principal.

A broker/dealer, investment advisor, BD agent or IA agent may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment advisor, BD agent or IA rep requirements, as the case may be: and follow up, individualized responses to consumers in a particular state by a broker/dealer, investment advisor, BD agent, or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personal investment advise for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment advisor, DB agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment advisor, BD agent or a IA rep, a consumer should contact his or her state securities law administrator.

We are licensed in the following states:
Arkansas, California, Delaware, Kansas, Massachusetts, Mississippi, Nebraska, Nevada, North Carolina, Oklahoma, Rhode Island, and Texas.