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Cornerstone Financial Planning, FINANCIAL PLANNING QUESTIONNAIRE FOR DIVORCE PLANNING. GENERAL INFORMATIONTodays Date: How were you referred to us? YOU YOUR SPOUSE Legal NamePreferred Name Date of
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NFP Advisor Services LLC is a financial planning and advisory firm that focuses on providing customized solutions to individuals and businesses for investment, insurance, and wealth management.
Individuals or entities that have utilized the services of NFP Advisor Services LLC for investment management or financial advisory services may be required to file depending on their tax situation.
Filling out NFP Advisor Services LLC generally involves providing personal and financial information, selecting the type of services required, and possibly completing a risk assessment and investment profile.
The purpose of NFP Advisor Services LLC is to provide expert financial advice and tailored investment strategies to help clients achieve their financial goals.
Typically, individuals must report their income, deduction preferences, and any relevant investment holdings or debts when engaging with NFP Advisor Services LLC.
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