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

$
 
   
   
Lynco Financial & Tax Services Inc.
1495 6th Street S.E. • Winter Haven, FL • 33880
Phone: 863-295-9895 • Fax: 863-298-8299
• lynn@lyncotax.com

Lynn A. Schmidt is a registered representative registered to transact business with clients in DE, FL, GA, IL, NC, NJ, NY, TX. Lynn A. Schmidt is advisory licensed in the following states: FL, NC, NJ, NY, TX.  Lynn A. Schmidt is also an insurance agent licensed in DE, FL, MI, NJ, NY.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value

Lynco Financial & Tax Services, Inc. is not a registered broker/dealer or independent investment advisory firm