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Confidential Questionnaire SUMMIT FINANCIAL STRATEGIES 7965 N. High St. #350, Columbus, OH 43235 t: (614) 8851115f: (614) 8851495 summitfin.com CONFIDENTIAL QUESTIONNAIRE Personal information Your
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What is summit financial strategies?
Summit Financial Strategies is a financial planning firm that helps individuals and businesses with their financial goals.
Who is required to file summit financial strategies?
Individuals and businesses who seek financial planning assistance may choose to work with Summit Financial Strategies.
How to fill out summit financial strategies?
To fill out summit financial strategies, individuals and businesses must provide their financial information and goals to the firm.
What is the purpose of summit financial strategies?
The purpose of summit financial strategies is to help clients achieve their financial goals through personalized planning and advice.
What information must be reported on summit financial strategies?
Information such as income, expenses, assets, liabilities, and financial goals must be reported on summit financial strategies.
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