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Janet Ramsey, CFP®

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Investments and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC & a registered broker/dealer and registered investment advisor.

Janet Ramsey, CFP®, Advisory Representative offering advisory services in NC. Securities offered to residents of NC and PA. Lincoln Financial Securities Corporation is not affiliated with Premier Advisor Group LLC.

Lincoln Financial Securities and their representatives do not offer tax or legal advice. Please contact your personal tax and legal professionals regarding your individual situations. LFS-2474618-032519

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

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