|
Description |
Outstanding Balance |
Interest Rate |
|
|
Real estate loans |
|||
|
Mortgage on primary residence |
$_______________ |
________% |
|
|
Home equity loan |
$_______________ |
________% |
|
|
Home equity line of credit |
$_______________ |
________% |
|
|
Mortgages on other real estate |
$_______________ |
________% |
|
|
Vehicle loans |
|||
|
Car 1 |
$_______________ |
________% |
|
|
Car 2 |
$_______________ |
________% |
|
|
Car 3 |
$_______________ |
________% |
|
|
Other vehicle/boat |
$_______________ |
________% |
|
|
Education loans |
|||
|
Loan #1 |
$_______________ |
________% |
|
|
Loan #2 |
$_______________ |
________% |
|
|
Loan #3 |
$_______________ |
________% |
|
|
Credit cards |
|||
|
#1 |
$_______________ |
________% |
|
|
#2 |
$_______________ |
________% |
|
| #3 |
$_______________ |
________% |
|
|
#4 |
$_______________ |
________% |
|
|
#5 |
$_______________ |
________% |
|
|
#6 |
$_______________ |
________% |
|
| Installment loans | |||
|
#1 |
$_______________ |
________% |
|
|
#2 |
$_______________ |
________% |
|
|
#3 |
$_______________ |
________% |
|
|
#4 |
$_______________ |
________% |
|
|
#5 |
$_______________ |
________% |
|
|
Other debt |
|||
|
Personal loan from bank |
$_______________ |
________% |
|
|
Personal loan from family/friend |
$_______________ |
________% |
|
|
Margin loan from broker |
$_______________ |
________% |
|
|
Insurance loan |
$_______________ |
________% |
|
|
401(k) loan |
$_______________ |
________% |
|
|
Other:_________________ |
$_______________ |
________% |
|
|
Total Debt |
$_______________ |
________% |
|
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Heartland Planning Associates are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Planning Associates, and may also be employees of Heartland Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Bank and Heartland Planning Associates. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
