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

Business Consulting Services

  • LLC/S-corp/C-corp setup
  • Business insurance consulting and selection
  • Business tax planning & filling
  • Investments setup
  • Self employed 401k and SEPIRA and retirement plans set up
  • Cash flow analysis
  • Prepare balance sheet and income statements
  • Bookkeeping & payroll
  • Mergers and acquisitions consulting
  • Business EXIT strategy
  • Investment strategy- Real estate and startup investments
  • Business Valuation consulting

Personal Finance Consulting Services

  • Retirement planning
  • Tax savings consulting
  • Financial planning
  • Assets management 401k/IRA and brokerage accounts
  • Estate planning WILL & TRUST
  • College savings
  • Instate eligibility
  • NRI funds repatriation from India after selling the assets in India
  • Family financial risk management
  • Employee Benefits and compensation consulting
  • NRI migrating back to India - handling the assets in the USA

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 is a registered investment adviser in the State of California, State of Texas, Ohio, Florida, State of Maryland, State of Virginia, State of Washington, State of Georgia and State of North Carolina. 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.