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March 5, 2021Brandon Financial Planning, Inc. Form CRS Item 1 Introduction Brandon Financial Planning, Inc. (Brandon Financial, we, our, or us) is registered with the Securities Exchange Commission
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Brandon Financial Planning Inc is a financial planning company that helps individuals and families manage their finances and plan for their financial goals.
Brandon Financial Planning Inc is required to file its financial statements and reports with the relevant regulatory authorities.
To fill out Brandon Financial Planning Inc's reports, the company must provide accurate and detailed information about its financial activities, assets, and liabilities.
The purpose of Brandon Financial Planning Inc is to assist clients in creating and implementing financial plans to achieve their financial goals and objectives.
Brandon Financial Planning Inc must report information such as its income, expenses, assets, liabilities, and financial performance.
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