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Lets assume the potential client's dont provide us more data. How could we address these following areas in the financial plan without that information? Social
- Lets assume the potential client's dont provide us more data. How could we address these following areas in the financial plan without that information?
- Social Security statements
- Property and Casualty insurance statements
- Beneficiary information for Hazels retirement accounts
- Harveys Disability insurance coverage
- Debt (mortgages, car leases)
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Public Finance A Contemporary Application Of Theory To Policy
Authors: David N Hyman
10th Edition
053875446X, 978-0538754460
