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

$
 
   
   
Urshan Retirement Group, Inc.
4886 Miller Trunk Highway • Hermantown, MN • 55811
Phone: 218-625-7575

Toll Free: 888-625-7575		 • Fax: 218-625-7676
• dan.urshan@securitiesamerica.com wayne.cessna@securitiesamerica.com jordan.urshan@securitiesamerica.com

Investments offered through Securities America, Inc.  Member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc.  Urshan Retirement Group and Securities America are separate entities.  We are licensed for securities in the states of AE, AL, AZ, CA, CO, DC, FL, HI, ID, IL, MI, MN, MO, NC, NM, PR, TX, WA, WI, WY.  We are licensed for insurance in the states of FL, MI, MN, WY. We are licensed for advisory services in the states of MN, TX.