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

$
 
   
   
Investment Insurance Coordinators, Inc.
848 Dominion Dr. #100 • Katy, TX • 77450
Phone: (281) 578-9293 • Fax: (281) 398-0528
• mmcgee@htk.com

*Mr. McGee is a Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend, & Kent, Inc., (HTK), a Registered Investment Advisor and Member FINRA/SIPC, 717 South Coppell Road, Coppell, TX 75019, (972) 751-5454.  Investment Insurance Coordinators, Inc., is independent of HTK.

Mr. McGee is insurance and securities licensed in our resident state of Texas, as well as additional states.  For additional licensing information please contact our office at (281) 578-9293.  This is not an offer or solicitation for any state where representatives are not licensed. 

 

A1CD-0105-06

 

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