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FORUM WEALTH MANAGEMENT

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, DC, FL, GA, KY, NV, NJ, SD, TX and WA.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, DC, FL, GA, KY, NV, NJ, SD, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced. Anthony Fred Marchesi | Arizona | 6350 E. Carolina Dr., Scottsdale, AZ 85254-1932 | CA Insurance Lic. # 0E53560

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