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

$
 
   
   
Mark Stevens Financial LLC.."Your Money. And Your Life" Investments, Asset Management, College Savings, Estate Planning, Nursing Home Protection, Legacy Planning
3870 North Buffalo Rd. • Orchard Park, NY • 14127
Phone: 716-667-7432 • Fax: 716-972-0250

 

 

Mark Stevens is a Registered Representative of and offers securities products & services through FSC Securities Corporation, Member FINRA/SIPC, a registered broker-dealer.  In this regard, this communication is strictly intended for individuals residing in the states of FL, GA, IN, MI, NY, OH, PA, and SC.  No offers may be made or accepted from any resident outside the specific state referenced.

Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Mark Stevens Financial LLC. is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment adviser.
Advisory services offered through FSC Securities Corporation, a Registered Investment Advisor.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.