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

$
 
   
   
American Prosperity Group (APG) | Matthews, NC | Retirement & Estate Planning Specialists
1320 Matthews-Mint Hill Road, Suite 101 • Matthews, NC • 28105
Phone: (704)708-5001 • Fax: (704)708-5011
• BillRomeo@1apg.com

Securities and advisory services are offered through BCG Securities, Inc. Member FINRA, SIPC,
and a Registered Investment Advisor. Insurance products are offered through non-affiliated
insurance companies. BCG & APG do not provide Tax or Legal Advice, please consult with
your tax or legal advisor regarding your personal situation. This website is not an offer to
buy or sell securities. All offers are made by prospectus only. APG & BCG Securities,
Inc. are separate and unrelated companies. © APG 2007

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OSJ: 3 Sunny Knolls Court, Wayne, NJ 07470
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