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Jeffrey A. Nelson, CFP^®, ChFC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities offered through Osaic FA, Inc., member FINRA/SIPC. Investment advisory services offered through Sagemark Consulting, a marketing name for Osaic FA, Inc. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

*Associated persons of Osaic FA who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

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

CRN-3889497-102721

Jeffrey Nelson: California Insurance License# 0D43856

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