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

$
 
   
   
Securities America
100 Almeria Avenue, Suite 310 Coral Gables, FL 33134
Phone: 866-323-8326 Fax: 866-610-0042
www.ricktonkinson.com info@RickTonkinson.com

Securities offered through Securities America, Inc. Member FINRA/SIPC.Rick Tonkinson, Steven Tonkinson, Margarita Tonkinson, Registered Representative. Advisory Services offered through Securities America Advisors, Inc. an SEC Registered Investment Advisor, Rick Tonkinson, Steven Tonkinson, Margarita Tonkinson, Representatives. Rick Tonkinson & Associates, Inc. and Securities America are unaffiliated.

This is not an offer or solicitation for brokerage services or other products or services in any jurisdiction where we are not authorized to do business.  We are licensed to sell Insurance Products in the following states:AL, AR, AZ, CT, FL, GA, IL, KS, NC, NJ, SC, TN,TX, VA, WA. We are registered to sell Securities in the following states: AL,AR, AZ, CT, FL, GA, IL, KS, KY,  NC, NJ, NY, OH,  SC, TN, TX, VA, WA, WI.
 

*FPL is a registered trademark of Florida Power & Light Company ("FPL"). Rick Tonkinson & Associates, Inc.is not endorsed or sponsored by, affiliated with or authorized by FPL Group Inc., its subsidiary, FPL, or the FPL Group Retirement Plans.