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

$
 
   
   
Ohio Financial, Anastasakis & Associates
7976 Broadview Rd., Suite 109 • Broadview Heights, OH • 44147
Phone: (440) 746-1600 • Fax: (440) 746-1604
• george@ohiofinancial.net

Securities offered through J.W. Cole Financial, Inc., Member FINRA/SIPC. Investment Advisory Services offered through Cornerstone Asset Management Services, Inc., a Registered Investment Advisor.  Ohio Financial, Anastasakis & Associates and CAMS are independent of J.W. Cole Financial, Inc.

 

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Ohio Financial, Anastasakis & Associates and CAMS are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  Please note that not all of the investments and services mentioned may be available in every state. 

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