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

$
 
   
   
Jacobs Wealth Management
704 Texas Avenue • Bridge City, TX • 77611
Phone: 409-792-0179 • Fax: 409-697-1649
• ljacobs@jacobswealth.com

 


Securities offered through Securities America, Inc. Member FINRA/SIPC, www.FINRA.org, and www.sipc.org, Lawrence E. Jacobs, CFS, Registered Representative. Financial Planning and advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisor. Lawrence E. Jacobs, Financial Advisor, Jacobs Wealth Management and the Securities America Companies are unaffiliated.

We are licensed to sell and/or discuss securities products and/or insurance procucts to residents of the states listed below only:

We are licensed to sell Insurance Products in the following states:

Texas, Louisiana, Arkansas. Arkansas Insurance License #283477

We are registered to sell Securities in the following states:

Texas, Louisiana, Arkansas