Jane Doe
123 Main Street
Forney
TX, 75126, United States
janedoe@aol.com
Birthdate:
5/17/1950
Phone:
(000) 000-0000
Contact Time:
Morning
Savings:
700,000-800,000
Networth:
200,000-300,000
I need retirement planning consulting services help for:
Retirement Planning, Taxes
I currently own these investments:
Savings Account
These are the specific retirement products that I need professional retirement consulting with:
Annuity, 401K
My primary retirement goals and objectives for my future are:
Create Retirement Income, Health, Fitness and longevity, Travel and vacation, Reduce Health Care Cost, Financial security & Peace of Mind
Additional information you wish to provide to your retirement planning consultant:
My husband has been retired for 10 years and receives an annuity. I am still working and plan to retire sometime this year. I do not know if I should take annuity or lump sum. I have savings in a Thrift fund and money with a financial group. I'm happy with them, but want someone in the Dallas area.
