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Alan T. Hoffman, CPA, PC Financial StrategistsBusiness Consultants1166 Di mock Lane Naples, Florida 34110 Phone: 2395950314 Fax: 2395947984 Email: ATS Naples.net Website: alantschiffman.combat: CONFIDENTIAL
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Financial strategists are professionals who help individuals or organizations to create and implement financial plans in order to achieve their financial goals.
Financial strategists are not something that needs to be filed. They are individuals who provide financial planning services to clients.
There is no specific form to fill out for financial strategists. It involves working with a financial strategist to develop a plan tailored to your specific financial situation and goals.
The purpose of financial strategists is to help individuals or organizations make informed decisions about their finances in order to achieve their financial goals.
Financial strategists do not require any specific reporting. However, clients may need to provide financial information to their strategist in order to create a personalized plan.
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