Disclaimer – By downloading any of these forms you agree that these forms are templates and are for REFERENCE ONLY. Every state has it’s own nuances and requirements so you should always consult with an attorney, accountant, or financial planner in your jurisdiction. I am not an attorney, accountant or financial planner and I am not providing legal, tax, or other services or documents. I am simply providing you with forms and documents that I have filed for my own personal use, many of which I have actually used. As such, these should NEVER be used in their entirety and should only be used as reference to give you ideas for what you may or may not want to include in your own forms.
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Neal is an Independent Certified Financial Planner™, based in Southern California. He founded Wealth Resources Group in 1994 to provide comprehensive fee-based financial planning exclusively. His firm specializes in helping clients make smart decisions about [...]
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