Request for Information

By completing this form, you will be entitled to a complimentary consultation with Jerry Hansen.

* required fields

» Required Fields

» First Name:*
» Last Name:*
» E-mail:*
Age:
Address:
City:
State:
Zip Code:

Spouse's First Name (if applicable)
Spouse Last Name:
Planned Retirement Age:
Spouse's Retirement Age:
Date of Planned Retirement:
Approximate Gross Income:
Estimated Social Security Benefit:

Please detail Pension Benefits for you and your spouse (if applicable). Please include the type and amount:


Please list approximate current values in all accounts for you and your spouse (if applicable). Include cash, mutual funds, stocks, bonds, IRAs, variable annuities, 401(k) etc.:


Mortgage Details: Please list market value, original loan amount, current balance, term (yrs.) and monthly payments.

How much do you want to save for retirement? Or indicate “unsure”:
Is long term care a concern?
Anticipated future income details. For example; any expected inheritance:
Please provide information for any special needs or concerns:
What is the best way to contact you?
Is there a daytime contact phone number?
Is there an evening contact phone number?

Hansen Financial Services, Inc.

1815 Satellite Blvd, Suite 101

Duluth, GA 30097

Phone: (678) 407-4445

•

Fax: (678) 878-2510

www.jthlpl.com

•