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

$
 
   
   
Yorktown Financial Group, Inc.
Yorktown Financial Group, Inc.
300 Yorktown Plaza, 3rd Floor
Elkins Park, PA 19027
Phone: 215-517-6665
Fax: 215-517-5610

Rose Tree Corporate Center II
1400 North Providence Road
Suite 1015
Media, PA 19063
Phone: 610-891-9700
Fax: 610-892-2900

Alan J. Fishman, CLU, CFP®
afishman@yorktownfinancialgroup.com

Howard M. Siegal, CPA
hsiegal@yorktownfinancialgroup.com

Kevin S. Drobnes, CPA
kdrobnes@yorktownfinancialgroup.com

Derek Lemke,CFP®
dlemke@yorktownfinancialgroup.com

Ronda Hornstein, Admin
(Elkins Park, Pa.)
rhornstein@yorktownfinancialgroup.com

Cindy McPeak, Admin
(Media, Pa.)
mcpeak_cindy@nlvmail.com

www.yorktownfinancialgroup.com

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, Rose Tree Corporate Center II, 1400 N. Providence Road, Suite 1015, Media, Pennsylvania 19063  (610) 891-9700  Yorktown Financial Group and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.


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