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

$
 
   
   
Kasprzak Financial Associates, Inc.
482 Congress Street, Suite 503 • Portland, ME • 04101
Phone: (888) 778-1578 • Fax: (207) 772-5501
• kasprzak_thomas@nlvmail.com

*Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser, 354 Mountain View Drive, Suite 200, Colchester, VT  05446, 802.864.6819.

Tom Kasprzak is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Maine, New Hampshire Massachusetts, Virginia and Florida.  He is also licensed to offer insurance in Maine, New Hampshire and Massachusetts. 

Equity Services, Inc., Life Insurance Company of the Southwest, National Life Insurance Company, National Retirement Plan Advisors and Sentinel InvestmentsSM are affiliated.  Each company referenced above is solely responsible for its own financial condition and contractual obligations. NL Financial Alliance is a tradename and distribution channel of National Life Insurance Company, Montpelier, Vermont.  Kasprzak Financial Associates, RBC Trust Company (Delaware Limited) and all other entities referenced are independent of these affiliated companies unless otherwise noted.

 

Trust Services offered by RBC Trust Company (Delware Limited), Wilmington, DE  19850.  Tel:  (302) 892-6900.


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