Question: Tricia, a new client for Leon, a CFP professional, has asked for Leon's help with her financial planning. Specifically, she wants a complete analysis of

Tricia, a new client for Leon, a CFP

professional, has asked for Leon's help with her financial planning. Specifically, she wants a complete analysis of her retirement situation including retirement projections and wants Leon to evaluate how much and what type of investments she should purchase. Which of the following is correct according to the Code and Standards?

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