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Phone: (336) 659-7060
Fax: (336) 659-7061
Toll free: (866) 408-1437
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COVID-19 UPDATE (effective 5/11/20): Our office is still temporarily closed for in-person appointments due to virus restrictions. However, we now have limited staff onsite accepting calls to our main number (rather than going to voicemail), and will continue to schedule phone appointments and virtual meetings. We appreciate your understanding as we continue practicing social distancing.
COVID-19 UPDATE (effective 5/11/2020): Our office is still temporarily closed for in-person appointments due to virus restrictions. However, we now have limited staff onsite with others working remotely. We are now accepting calls to our main number (rather than going to voicemail) and will continue to schedule phone appointments and virtual meetings. We appreciate your understanding as we continue practicing social distancing.
Net investable assets (NIA) include all of your savings and investments less consumer debt, which includes your credit card debt and outstanding loans other than the mortgage on your home. By using NIAs to calculate your wealth, you see a more accurate picture of your financial independence – you know how much money you have without selling your home and car. To determine your wealth based on NIAs, add up the following:
After calculating your total in assets, subtract any debt you have including credit card debt and loans, other than the mortgage on your primary residence. The remaining balance represents your net investable assets.
