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

$
 
   
   
Key Advisors Group
56 West Main St. Suite 202 • Christiana, DE • 19702
Phone: 302-584-0878 • Fax: 302-529-9212
www.rjcostello.com • costello_ron@nlvmail.com

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, 500 Franklin Avenue, Unit 5, Berlin, MD 21811,Tel: (410) 629-0357  Key Advisors Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Ronald J Costello is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Delaware, Maryland, Pennsylvania, Florida, Virginia and California.  He is also insurance-licensed in Delaware, Maryland and Pennsylvania.


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