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Fact Finder/ Investment Questionnaire Data Center 9130 S. Dad eland Blvd., Suite 1625 Miami, Fl 33156 (305) 6704440 fax: (305) 6704448 Mail×LubitzFinancial.com www.LubitzFinancial.comClient Name:Spouse/Partner
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Fact finder is a tool used to gather important information for decision-making purposes.
Anyone who is involved in a decision-making process may be required to file a fact finder.
Fact finder can be filled out by providing accurate and detailed information in the designated fields.
The purpose of fact finder is to gather key information needed to make informed decisions.
Information such as facts, data, and evidence relevant to the decision-making process must be reported on fact finder.
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