This Cash Flow Analysis form will help you weigh your income vs. your expenses.

How much will it cost to pay off a loan over its lifetime?

How much do you need to save each year to meet your long-term financial goals?

How much life insurance do you need to produce a sufficient income stream?

How much Disability Income Insurance do you need for yourself?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Free 45 Minute Consultation

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Alpha & Omega Financial Services, Inc. are not affiliated. Additional products and services may be available through Joe Pantozzi or Alpha & Omega Financial Services, Inc. that are not offered through AIC. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Alpha & Omega Financial Services, Inc.  will contact you to provide requested information.Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Securities products are currently limited to residents of Nevada, California, Florida, New Jersey.