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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here

1320 Main Street Suite 700, Columbia, SC 29201
Phone: 803-741-1001 Toll Free: 877-741-1001 Fax: 803-741-1004 Email: cfsinfo@4decisions.com

*Investments and Advisory Services are offered through representatives of Lincoln Financial Securities Corporation, member FINRA/SIPC. Securities are offered to residents of AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, ME, MD, MN, MO, MS, NC, NJ, NY, PA, RI, SC, TN, TX, VA, VT &WA. Advisory services are offered to residents of SC. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. Lincoln Financial Securities Corporation is not affiliated with Creative Financial Strategies. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

LFS-4834398-070622

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