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Data Trends

Sample Lead

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.


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