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Comprehensive Fact Finder Prepared for: Prepared by: Financial Brokerage, Inc. Gary Peterson, CLU, CFC 2837 s 156 cir Omaha, NE 68130 Office: (402× 6979998 Office: (800× 3979999 Peterson fbinc.com
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How to fill out comprehensive fact finder
How to Fill Out a Comprehensive Fact Finder:
01
Begin by gathering all relevant information such as personal details, financial data, and any other necessary documents or records.
02
Start by inputting basic personal information, including full name, contact information, date of birth, and social security number.
03
Proceed to provide information about your current marital status, dependents, and any legal obligations, such as alimony or child support.
04
Move on to filling out your financial details, including income sources, assets, liabilities, and monthly expenses.
05
Provide information about existing insurance policies, including life, health, home, and auto insurance.
06
Fill in any investment details, including stocks, bonds, mutual funds, real estate, and retirement accounts.
07
Include any debts or outstanding loans, such as mortgages, student loans, or credit card debt.
08
You may also need to provide information about previous bankruptcy or legal issues.
09
Answer any additional questions pertaining to your financial situation, such as risk tolerance, long-term goals, or investment preferences.
10
Review all information provided for accuracy and completeness before submitting the comprehensive fact finder.
Who Needs a Comprehensive Fact Finder?
01
Individuals looking to establish a comprehensive financial plan.
02
Financial advisors who require detailed information to provide personalized advice to their clients.
03
Anyone undergoing a significant life event, such as marriage, divorce, retirement, or inheritance.
04
Business owners or entrepreneurs seeking to evaluate their financial standing and strategy.
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Individuals who want to organize and assess their overall financial health and goals.
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Anyone seeking guidance or assistance in managing their finances, investments, or insurance.
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People looking to plan for their future financial security, retirement, or estate planning.
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Those who want to identify potential areas of improvement and develop strategies to achieve their financial objectives.
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Individuals who want to ensure they have adequate protection through insurance coverage for themselves and their loved ones.
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Anyone interested in gaining a holistic understanding of their financial situation and taking proactive steps towards financial stability and success.
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What is comprehensive fact finder?
Comprehensive fact finder is a document that collects detailed information about an individual or organization's financial status and assets.
Who is required to file comprehensive fact finder?
Individuals or organizations involved in financial transactions or legal proceedings may be required to file a comprehensive fact finder.
How to fill out comprehensive fact finder?
Comprehensive fact finder can be filled out by providing accurate and detailed information about financial status, assets, and other relevant details on the provided form.
What is the purpose of comprehensive fact finder?
The purpose of comprehensive fact finder is to gather comprehensive information about financial status and assets for various purposes such as financial planning, legal proceedings, or loan applications.
What information must be reported on comprehensive fact finder?
Information such as income, expenses, assets, liabilities, investments, and other financial details must be reported on comprehensive fact finder.
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