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

$
 
   
   
Midwest Heritage Financial Services
3580 EP True Parkway, Suite 100 • West Des Moines, IA • 50265
Phone: (800) 766-5162
(515) 2-INVEST (246-8378)		 • Fax: (515) 278-6536
• MWatters@MHBankFS.com

Individual Solutions

- Investment, Insurance, and Retirement Planning -

- Tax and Estate Planning Strategies -

- College Funding -

- Charitable Giving -

- Wealth Transfer -

- Legacy Protection -

- Low Cost Term Insurance -

- Disability Insurance -

- Long Term Care -

- Medicare Supplements, Advantage & Part D Plans -

- Annuities and Income Planning -

 

Business Solutions

- 401(k) and Pension Implementation -

- Group Life, Health, Disability, and Long Term Care Insurance -

- Business Succession Planning -

- Key-Man Insurance -

- Buy/Sell Agreements -

- Executive Benefits -

 

Securities offered through Securities America, Inc., Member FINRA/SIPC, and advisory services offered through Securities America Advisors, Inc. Midwest Heritage Financial Services and the Securities America companies are independent entities.

Licensed to offer securities products in IA, AZ, CA, FL, IL, MN, MO, NE, OH, SD, & TX

Licensed to offer insurance products in IA, AZ, CO, FL, IL, KS, MN, MO, NE, OH, SD, TX & WI

Advisory licensed in IA

NOT FDIC INSURED * MAY LOSE VALUE * NO BANK GUARANTEE