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

$
 
   
   
national financial services group

ATLANTA MAIN OFFICE:
Map and Directions

1050 Crown Pointe Parkway, Suite 1000
Atlanta, GA 30338
Phone: 770-512-5100
Toll Free: 1-877-777-0163
Fax: 770-512-5154
Alternate Fax: 770-512-5155


FLORIDA
7077 Bonneval Road, Suite 200
Jacksonville, FL 32216
Phone: 904-296-3300
Toll Free: 1-866-637-5433
Fax: 904-296-0402


NORTH CAROLINA
9335 Harris Corners Parkway, Suite 175
Charlotte, NC 28269
Phone: 704-343-3011
Toll Free: 1-888-844-3011
Fax: 704-332-7540

TENNESSEE
2400 Crestmoor Road
Nashville, TN 37215
Phone: 615-823-1111
Fax: 931-670-7970

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, 1050 Crown Pointe Parkway, Suite 1000, Atlanta, Georgia  30338  (770) 512-5100.  National Financial Services Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

 

 

  

 

 

 

 

 

 

 


Important Legal Information