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Financial Inventory Assessment
Getting started can be daunting – but don’t worry. We’ll help you pull together all of your financial information to make running your financial life easier in the long run and create a strong foundation for the future. You’ll fill out the Financial Inventory Assessment and then we’ll create a financial document portfolio, with labeled tabs, to conveniently store all your important documents. You’ll bring the binder to all your meetings, finally having peace of mind that any important documents are right at your fingertips.
Below are pages from our comprehensive Financial Inventory Assessment.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
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