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Demographic Info:
Monthly Income:
Protected Assets:
Suggestions: How does it work, how do I grow my money, how do I protect my money, how do I save for retirement?
Monthly Liabilities/Debt:
Long-Term Care:
Life Insurance:
Suggestions: Money for my loved ones when I die, a safety net, pay off debts, to cover children’s expenses, to replace spouse’s income, to pay off estate taxes
What are the three most important things to you?
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