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Client Orientation ManualCLIENT ORIENTATION MANUAL×WELCOMEWelcome to the Everson Stage Client Orientation Manual As you have discovered, our planning process is comprehensive and extensive. This
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Syverson Strege Fee-Only Financial is a financial planning firm that operates on a fee-only basis, meaning they do not earn commissions from selling financial products.
Clients who utilize the services of Syverson Strege Fee-Only Financial may be required to provide financial information for filing purposes.
To fill out Syverson Strege Fee-Only Financial forms, clients can provide their financial information accurately and completely.
The purpose of Syverson Strege Fee-Only Financial is to help clients with financial planning, investment management, and other related financial services.
Information such as income, expenses, assets, debts, investments, and financial goals may need to be reported on Syverson Strege Fee-Only Financial forms.
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