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During our portfolio analysis we uncover all areas to ensure that our clients needs and goals are prioritized before any proposal is offered. For us to conduct our portfolio analysis please bring the following financial documents to our appointment Brokerage Statements Bank Statements Life Annuity Statements IRA 401 k 403 b and other Retirement Plan Statements Social Security Statements Most Recent Tax Return BASIC INFORMATION CLIENT SPOUSE ADDRESS STATE PHONE DOB ZIPCODE - / SSN CITY...
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