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

$
 
   
   
The Legend Group of Arizona, James Leos Agency
2315 E. Speedway Blvd. • Tucson, AZ • 85719
Phone: (520) 751-9798 or (888) 739-8865 • Fax: (520) 320-1698
• jamesleos@legendequities.com


Neither Legend Equities nor its representatives give legal or tax advice. If you want specific legal and/or tax advice, please contact an attorney and/or an accountant. All calculations, illustrations, and computations are for illustrative purposes only--the accuracy of such are not guaranteed. Securities Offered through Legend Equities Corporation, Member FINRA and SIPC. Advisory services offered through Legend Advisory Corporation, a registered investment adviser. Branch office: 655 North Alvernon Way, Suite 219 Tucson, AZ 85719 (520) 751-9798. To visit the FINRA site, please click on the following link:  www.finra.org



Before investing in a mutual fund, consider its investment objectives, risks, charges and expenses. The prospectus contains this and other information about the mutual fund and can be obtained by contacting Legend Equities Corporation. Please read the prospectus carefully before you invest or send money.


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