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 LLC,
13027 Saint Clair Road,Clarksburg
USA 20871

301-758-4052
mari@samatva.us

Samatva Wealth Management LLC is a registered investment adviser in the State of Texas, State of Maryland, State of Virginia, State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.