Who we are

We are dedicated to provide our clients with a wide array of investment advisory services and help them to achieve their long term retirement goals.

Our firm is a Registered Investment Advisor founded in the state of Maryland.

Clients & Job nature

We have the following types of clients

 

● Individuals, businesses, IRA, Custodians for minors, 529 Plans.

● Pension and Profit Sharing Plans.

 

Our requirements for opening and maintaining accounts or otherwise engaging us:

● We generally require a minimum account balance of combined assets under management for our asset management service.

● We generally charge a minimum fee for written financial plans. This minimum fee shall be negotiable..

Services

  • Retirement savings/expense and goals analysis
  • Asset allocation review and management for 401k/IRA/ Brokerage accounts, rebalancing and performance reporting
  • Taxes saving and planning
  • Risk Management (Life Insurance selection help)
  • Mortgage refinance help
  • Estate planning (WILL and TRUST)
  • College Selection/Application/savings plan (529) for your kids
  • Personal finance budget planning
  • Financial statement preparation
  • Business Advisor consulting – getting investments/scaling your business
  • Business cash flow and valuation analysis consulting
  • Business EXIT strategy consulting

HOW MUCH MONEY DO YOU NEED TO SAVE FOR RETIREMENT ?

Assume 6% expected return Assume 6% expected return
Expenses after retirement: $50,000/year Expenses after retirement: $100,000/year
Age Yearly savings needed to achieve $1.5Million Yearly savings needed to achieve $3.0Million
25 $9,692.30 $19,384.61
26 $10,340.66 $20,681.32
27 $11,037.19 $22,074.37
28 $11,786.14 $23,572.28
29 $12,592.25 $25,184.50
30 $13,460.79 $26,921.58
31 $14,397.64 $28,795.28
32 $15,409.40 $30,818.80
33 $16,503.51 $33,007.01
34 $17,688.33 $35,376.66
35 $18,973.37 $37,946.73
36 $20,369.42 $40,738.84
37 $21,888.83 $43,777.65
38 $23,545.75 $47,091.50
39 $25,356.52 $50,713.04
40 $27,340.08 $54,680.15
41 $29,518.51 $59,037.01
42 $31,917.73 $63,835.45
43 $34,568.35 $69,136.71
44 $37,506.82 $75,013.64
Assume 6% expected return Assume 6% expected return
Expenses after retirement: $50,000/year Expenses after retirement: $100,000/year
Age Yearly savings needed to achieve $1.5Million Yearly savings needed to achieve $3.0Million
45 $40,776.84 $81,553.67
46 $44,431.29 $88,862.58
47 $48,534.81 $97,069.62
48 $53,167.21 $106,334.41
49 $58,428.22 $116,856.43
50 $64,444.15 $128,888.29
51 $71,377.36 $142,754.73
52 $79,440.16 $158,880.32
53 $88,915.54 $177,831.09
54 $100,189.41 $200,378.81
55 $113,801.94 $227,603.87
56 $130,533.35 $261,066.71
57 $151,553.91 $303,107.83
58 $178,702.53 $357,405.05
59 $215,043.94 $430,087.89
60 $266,094.60 $532,189.20
61 $342,887.24 $685,774.48
62 $471,164.72 $942,329.44
63 $728,155.34 $1,456,310.68
64 $1,500,000.00 $3,000,000.00

CONTACT US

Samatva Wealth Management,
13027 Saint Clair Road,Clarksburg
USA 20871

301-758-4052
mari@samatva.us