The Vaughn / McLaughlin Team | Crystal River, FL

The Vaughn / McLaughlin Team
of Raymond James & Associates, Inc.
Member New York Stock Exchange/SIPC

Professionally Speaking

Net Worth / Balance Sheet

Use this form as a starting point to determine what you’re worth. Of course, this simple calculator cannot replace the advice of your financial advisor. We can help you properly assess your net worth in relation to your investment plan.

Assets

Cash	Cash(Checking, Savings)	$
	Money Market	$
	Life Insurance Cash Value	$
	Cash Subtotal

Investments	Certificates of Deposit	$
	Stocks	$
	Bonds - Taxfree	$
	Bonds - Taxable	$
	Mutual Funds - Fixed	$
	Mutual Funds - Equity	$
	Professional Money Manager	$
	Pension, Profit Sharing	$
	Indiviual Retirement Accts(IRA)	$
	Annuities	$
	Notes Receivable	$
	Real Estate	$
	Other	$
	Investment Subtotal

Use	Home (Market Value)	$
	Personal Property	$
	Automobiles	$
	Collectibles	$
	Other	$
	Other	$
	Other	$
	Other	$
	Use Subtotal
Total Assets

Liabilities

Long-Term	Home Mortgage	$
	Long-Term Debt - Car Loans	$
	Real Estate Mortgages	$
	Loans Against Ins. Cash Value	$
	Loans Against Investments	$
	Long Term Subtotal

Short-Term	Credit Card Debts	$
	Other Short-Term Debt	$
	Other Short-Term Debt	$
	Other Short-Term Debt	$
	Other Short-Term Debt	$
	Short-Term Subtotal
Total Liabilities

	Life Insurance (Less Cash Value)	$

Total Net Worth (Living Estate)
	Life Insurance (Less Cash Value)	$
	Value of Your Death Estate

Since your financial status changes over time, it is a good idea to repeat this process annually.

This calculator is provided for illustrative purposes only and is not intended to be representative of actual results. The information has been obtained from sources believed to be reliable, but we do not guarantee its accuracy. Investment results can vary considerably depending on the type of securities involved, general market conditions and other factors.

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2101 S. E. US Highway 19
Crystal River, FL 34429
Phone: 352-795-6155
Fax: 352-795-4649
Toll-Free: 800-443-4368
Toll-Free: 800-443-4368
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Raymond James financial advisors 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. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.