Mandatory Financial Disclosures Support - Both Parties

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pexels-photo-209137.jpeg

Mandatory Financial Disclosures Support - Both Parties

650.00

Purchase of this service includes the support of a CDFA for the following:

  • Gathering & organizing pertinent financial information
  • Summary financial report/guide that can be used to complete required forms FL-150 (Income & Expense Declaration) & FL-142 (Schedule of Assets & Debts) 
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