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

$
 
   
   
Roby Financial
5865 W. Hidden Springs Dr., • Boise, ID • 83714
Phone: (208)-229-7629 • Fax: (208)-229-0008
• mark@robyfinancial.com

Mark Roby, Rick Roby, and Tyrone Clarence are registered representatives with Sunset Financial Services, Inc., a FINRA registered broker-dealer.  Sunset Financial Services is registered to offer securities products in all 50 United States.  Mark Roby is registered  to offer securities products in AZ, CA, CO, DE, FL, ID, MD, MO, MS, NC, NH, NJ, NM, NV, OR, and WA.  Mark Roby is also licensed to offer insurance products in CA, CT, FL, ID, MD, MS, MO, NV, NM, OR, UT,and WA,.   Rick Roby is registered to offer securities in ID, OR, and NM.  Rick Roby is also licensed to offer insurance products in ID, OR, and NM.  Tyrone Clarence is registered to offer securities products in ID.  Tyrone Clarence is also licensed to offer insurance products in ID.  The information included herein should not be considered a solicitation or an offer to sell product in any state besides those which Mark Roby, Rick Roby, and Tyrone Clarence are properly licensed.

*Securities and investment advisory services offered through Sunset Financial Services, Inc.



3520 Broadway

Kansas City MO  64111

Phone 816-753-7000 (home office)

Member FINRA/SIPC

Sunset Financial is not affiliated with Roby Financial.

 

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