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

$
 
   
   
Reed Financial Services, Inc.
8379 Mason Dr. • Newaygo, MI • 49337
Phone: 1-888-521-6690 • Fax: 231-652-2993
www.reedfinsvcs.com • lynnreedjr@gmail.com

Investment advice is provided by Horter Investment Management, LLC, an  Registered Investment Adviser.  Insurance and annuity products are sold separately through Reed Financial Services, Inc.  Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions and Trust Company of America.

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