Net Worth  
Determining your net worth will give you an accurate picture of your financial situation. One important tool is a balance sheet, which summarizes your assets and liabilities and reveals your net worth. This calculator was designed to help you get a handle on your current financial situation.
     
Assets:
(In the spaces below, write down the present value for the items you own.)

Home

$

Furnishings

$

Automobiles

$

Jewelry and other valuables

$

Investments (stocks, bonds, CDs, real estate)

$

Bank account balances

$


Liabilities:
(Write down the amount you still owe on loans and other debts.)

Mortgage balance

$

Automobile loans

$

Bank loans

$

Personal loans

$

Credit card balances

$

Other debts

$
 
   
   
Independence Financial, LLC
222 Ohio St. • Oshkosh, WI • 54902
Phone: (920) 236-6587
1 (800) 858-9046		 • Fax: (920) 236-6589
• info@IndependenceFinancialLLC.com

Walter Scott, CLU (Registered Representative) and Michael Scott, CLU, CFP (Registered Representative and Investment Advisor Representative) offer securities and investment advisory services through Hornor, Townsend, & Kent, Inc. (HTK) Registered Investment Advisor, Member FINRA/SIPC.  HTK does not offer tax or legal advice.  1030 W. Higgins Rd. Suite 212 Park Ridge, IL 60068 Phone (800) 607-3300.

Independence Financial, LLC is independent of HTK.  All Products may not be available in all States.
 

Securities licensed in:

AZ, CA, CO, FL, IA, IL, MD, MI, MO, NC, NJ, PA, UT, VT, WA, WI		            Insurance licensed in:

AZ, CA, CO, FL, IA, IL, MD, MI, MO, NC, NJ, PA, UT, VT, WA, WI

This is not an offer or soliciation in any state where not properly licensed or registered.

 

A1RB-1130-02

 

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