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Family Members*
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Income (Current or Expected)*
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Real Estate or Other Assets Not Under our Management*
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Mortgages and Other Debts*
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Expenses*
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Tolerance for Risk*
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Retirement Plan Custodian or Investment Options*
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Employee Benefits*
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Insurance Coverage*
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Tax Status*
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Anything Else Impacting Your Financial Situation*
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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