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Instructions in the Event of Incapacity The following are my preferences about the role I would like my financial advisor at Summit Financial Strategies, Inc. (Summit) to take, if in his/her opinion,
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Summit Financial Services Group is a financial services company that offers a range of services such as financial planning, investment management, and retirement planning.
Individuals or businesses who have availed the services of Summit Financial Services Group and have financial transactions to report are required to file.
To fill out Summit Financial Services Group, individuals or businesses must gather all relevant financial information, complete the required forms accurately, and submit them before the deadline.
The purpose of Summit Financial Services Group is to help individuals and businesses manage their finances, plan for the future, and make informed investment decisions.
Information such as income, expenses, investments, assets, liabilities, and any other relevant financial data must be reported on Summit Financial Services Group.
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