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— CONFIDENTIAL CLIENT DISCOVERY QUESTIONNAIRE Especially Prepared For: name Prepared By: Yale Bock Y HE C Investments 2230 S. Paradise Las Vegas, NV 89104 (702) 449-0360 (702) 233-0282 FAX (702)
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What is in-person financial planning fact?
In-person financial planning fact refers to a documented report that provides an overview of a person's financial situation, goals, and strategies, created through a face-to-face meeting between a financial planner and an individual or a couple.
Who is required to file in-person financial planning fact?
There is no specific requirement to file an in-person financial planning fact. It is generally a document created and utilized by financial planners to understand their clients' financial situations and provide personalized advice.
How to fill out in-person financial planning fact?
To fill out an in-person financial planning fact, the financial planner typically conducts a comprehensive interview with the individual or couple seeking financial advice. This interview covers topics such as income, expenses, assets, liabilities, goals, risk tolerance, and other relevant financial information.
What is the purpose of in-person financial planning fact?
The purpose of an in-person financial planning fact is to provide a detailed understanding of a client's financial situation and goals. It serves as a foundation for financial planners to develop personalized strategies and recommendations that align with the client's objectives and circumstances.
What information must be reported on in-person financial planning fact?
The information reported on an in-person financial planning fact may vary depending on the financial planner and the client's specific circumstances. However, it generally includes details on income, expenses, assets, liabilities, investment portfolio, risk profile, retirement goals, tax situation, and any other pertinent financial information.
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