Roger Green, rogersgreen.com - Request for Information : Roger Green (www.rogersgreen.com)

GREEN FINANCIAL RESOURCES, LLC
3700 Crestwood Pkwy NW, Suite 140

Duluth, GA 30096

Phone: (770) 931-1414 (800) 275-3101

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Fax: (770) 931-8314

www.rogersgreen.com

Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets. Roger Green, Michael Green, and Andrew Green are all Registered Representatives and Investment Adviser Representatives, who can offer both types of services

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

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Spouse's First Name (if applicable)
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Planned Retirement Age:
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Gross Income Desired at Retirement:
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Comments:


Please list all Life Insurance Policies for you and your spouse (if applicable). Please include the type and amount:


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


Please list 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, date of mortgage, original loan amount, current balance, term (yrs.) and monthly payments.

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Bank Accounts. Please include current values.
How much do you want to save for retirement?

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Please use additional space to detail any information you feel needs to be addressed regarding your personal financial situation:

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