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Financial Planning Templates

Client.LFF Fact Finder (pdf)Download
Client.LFF Annuity Review (pdf)Download
Client.LFF Budget Worksheet (pdf)Download
Client.LFF Cash Flow Reserve (pdf)Download
Client.LFF Debt Ladder (pdf)Download
Client.LFF Disability Review (pdf)Download
Client.LFF Estate Plan Document (pdf)Download
Client.LFF Health Insurance Review (pdf)Download
Client.LFF Identifying Account Goals (pdf)Download
Client.LFF Investment Strategy Review (pdf)Download
Client.LFF Life Risk Needs Analysis (pdf)Download
Client.LFF LTC Needs Analysis (pdf)Download
Client.LFF Missing Document and Data (pdf)Download
Client.LFF New Home Affordability Review (pdf)Download
Client.LFF Relo Questionnaire (pdf)Download
Client.LFF Rental Property Strategy (pdf)Download
Client.LFF Retirement Action Steps (pdf)Download
Client.LFF Retirement Income & Investment Review (pdf)Download
Client.LFF Retirement Income Projections Review (pdf)Download
Client.LFF Retirement Planning Questionnaire (pdf)Download
Client.LFF Retirement Prescreening Questions (pdf)Download
Client.LFF Tax Reporting Review (pdf)Download
Client.LFF Trust Review Template (pdf)Download
Client.LFF Vault Checklist (pdf)Download

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Level Four Group, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.



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