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True North Financial Advisors, Inc |

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CONTACTS AT FEEBASEDFINANCIALPLANNINGADVISORS.COM

SPIRE INDUSTRIES LLC

DAVID OSTROFSKY

405 S. DA●●●●●●●●●HWY #221C

TA●●PA , FL, 33609

US

1.72●●●●0745
1.26●●●●9242
DO●●●●●@ESPIRESOLUTIONS.COM

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SPIRE INDUSTRIES LLC

DAVID OSTROFSKY

405 S. DA●●●●●●●●●HWY #221C

TA●●PA , FL, 33609

US

1.72●●●●0745
1.26●●●●9242
DO●●●●●@ESPIRESOLUTIONS.COM

View this contact

SPIRE INDUSTRIES LLC

DAVID OSTROFSKY

405 S. DA●●●●●●●●●HWY #221C

TA●●PA , FL, 33609

US

1.72●●●●0745
1.26●●●●9242
DO●●●●●@ESPIRESOLUTIONS.COM

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Ability to Implement or Monitor Investment Portfolio | True North Financial Advisors, Inc

http://www.feebasedfinancialplanningadvisors.com/financial-planning-process/written-financial-plan-investment-policy-statement/implementation-monitoring-contraints

Toll Free: (855) 377-7526. Stephen Ostrofsky, CFP. Identify Sources and Levels of Risk. Identify the Client Assets. Identify the Time Horizon. Define Investment Based on Client’s Current Circumstances. Investment Strategy Based on Implementation and Monitoring Constraints. Communicate Financial Plan and Investment Policy Statement. Division of Responsibilities between Client and Advisors. Referral of Tax, Legal and Specialized Advisors. Selection of Financial Products and Services. Requires a thoughtful ...

2

Financial Plan Goals and Objectives | True North Financial Advisors, Inc

http://www.feebasedfinancialplanningadvisors.com/financial-planning-process/analyze-objectives-financial-industry-standards-policies

Toll Free: (855) 377-7526. Stephen Ostrofsky, CFP. Identify Sources and Levels of Risk. Identify the Client Assets. Identify the Time Horizon. Define Investment Based on Client’s Current Circumstances. Investment Strategy Based on Implementation and Monitoring Constraints. Communicate Financial Plan and Investment Policy Statement. Division of Responsibilities between Client and Advisors. Referral of Tax, Legal and Specialized Advisors. Selection of Financial Products and Services. Closely Held Business ...

3

Monitor Investment Strategy with Periodic Reports | True North Financial Advisors, Inc

http://www.feebasedfinancialplanningadvisors.com/financial-planning-process/monitor-periodic-reports

Toll Free: (855) 377-7526. Stephen Ostrofsky, CFP. Edward A. Ostrowski III. Identify Sources and Levels of Risk. Identify the Client Assets. Identify the Time Horizon. Define Investment Based on Client’s Current Circumstances. Investment Strategy Based on Implementation and Monitoring Constraints. Communicate Financial Plan and Investment Policy Statement. Division of Responsibilities between Client and Advisors. Referral of Tax, Legal and Specialized Advisors. Selection of Financial Products and Services.

4

Coordination and Oversight of Investment Strategy | True North Financial Advisors, Inc

http://www.feebasedfinancialplanningadvisors.com/financial-planning-process/coordinate-implementation

Toll Free: (855) 377-7526. Stephen Ostrofsky, CFP. Edward A. Ostrowski III. Identify Sources and Levels of Risk. Identify the Client Assets. Identify the Time Horizon. Define Investment Based on Client’s Current Circumstances. Investment Strategy Based on Implementation and Monitoring Constraints. Communicate Financial Plan and Investment Policy Statement. Division of Responsibilities between Client and Advisors. Referral of Tax, Legal and Specialized Advisors. Selection of Financial Products and Services.

5

Asset Allocation Primary Determinant to Reach Financial Goals | True North Financial Advisors, Inc

http://www.feebasedfinancialplanningadvisors.com/financial-planning-process/strategy-based-on-scope-of-engagement/client-assets

Toll Free: (855) 377-7526. Stephen Ostrofsky, CFP. Edward A. Ostrowski III. Identify Sources and Levels of Risk. Identify the Client Assets. Identify the Time Horizon. Define Investment Based on Client’s Current Circumstances. Investment Strategy Based on Implementation and Monitoring Constraints. Communicate Financial Plan and Investment Policy Statement. Division of Responsibilities between Client and Advisors. Referral of Tax, Legal and Specialized Advisors. Selection of Financial Products and Services.

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True North Financial Advisors, Inc |

Toll Free: (855) 377-7526. Identify Sources and Levels of Risk. Identify the Client Assets. Identify the Time Horizon. Define Investment Based on Client’s Current Circumstances. Investment Strategy Based on Implementation and Monitoring Constraints. Communicate Financial Plan and Investment Policy Statement. Division of Responsibilities between Client and Advisors. Referral of Tax, Legal and Specialized Advisors. Selection of Financial Products and Services. Compare Performance with Goals and Objectives.

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