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VISION FINANCIAL GROUP

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities and advisory services offered through Lincoln Financial Securities Corporation, a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliate companies. LFS-1446324-031716

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Securities Corp. Securities offered through Lincoln Financial Securities Corp., a broker/dealer (Member SIPC) to residents of CT, FL, MD, NC and VA. Advisory services offered through Lincoln Financial Securities Corp.. a registered investment advisor to residents of VA. Lincoln Financial Securities and Vision Financial Group are not affiliated.

Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. 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.

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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