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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: JONDAKNOWS FINANCIAL GROUP, INC.CRD Number: 325480OtherThanAnnual Amendment
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Gather all your financial documents such as income statements, tax returns, investment portfolios, and debt obligations.
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Schedule a consultation with a Lakeshore Financial Planning Inc advisor to discuss your financial goals and needs.
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Complete any required forms and documentation provided by the advisor, such as risk tolerance questionnaires or financial goal worksheets.
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Review and sign the financial plan proposed by Lakeshore Financial Planning Inc, which may include recommendations for investments, retirement planning, and insurance coverage.
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Who needs lakeshore financial planning inc?

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Individuals who are looking for professional guidance in managing their finances
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Lakeshore Financial Planning Inc is a financial planning company that provides services such as investment management, retirement planning, and insurance planning.
Lakeshore Financial Planning Inc is required to file by the regulatory authorities overseeing financial planners and advisors.
To fill out Lakeshore Financial Planning Inc, one would need to gather financial information, client data, and any required disclosures or reports.
The purpose of Lakeshore Financial Planning Inc is to help individuals and families achieve their financial goals through personalized planning and investment strategies.
Information required to be reported on Lakeshore Financial Planning Inc may include financial statements, client agreements, investment strategies, and any regulatory disclosures.
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