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Campbell Financial Partners, LLC in Fort Myers, FL - (239

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The document is a financial planning questionnaire from Campbell Financial Partners, designed to gather comprehensive information from clients to create effective financial plans. It emphasizes the importance of accurate and complete information for reliable advice and outlines the process for submitting the questionnaire prior to an appointment. The document includes sections for personal details, income, estate planning documents, financial preferences, advisor relationships, insurance coverage, assets and liabilities, future goals, and expectations from the financial planner.

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