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

$
 
   
   
Lighthouse Investor Services
3655 Ximines Lane North • Plymouth, MN • 55441-1497
Phone: (763) 525-4060 ~ (866) 875-4060 • Fax: (763) 525-3999
• Rmahlum@lighthouseinvestor.com Dyajko@lighthouseinvestor.com pat@lighthouseinvestor.com service@lighthouseinvestor.com

 

Rick is licensed to sell Insurance Products in the following states: Minnesota

Rick is registered to sell Securities in the following states: Arizona, California, Colorado, Florida, Illinois, Iowa, Maryland, Minnesota and Wisconsin.

Advisory Services offered through Securities Monitoring Group, LLC (SMG), an SEC Registered Investment Advisor. 

Registered Principal offering securities and additional advisory services through Independent  Financial Group, LLC (IFG), a registered broker/dealer and investment advisor.  Member FINRA / SIPC.

Lighthouse Investor Services, SMG, and IFG are unaffiliated entities. 

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