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Moulton Financial Group

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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

Troy Moulton is a Registered Representative offering securities and advisory services through Lincoln Financial Securities Corporation,Member SIPC. Securities offered to residents of AZ, FL, IA, IL, KY, MI, MN, NC, OH, VA & WI. Advisory services offered to residents of MI. Lincoln Financial Securities and Moulton Financial Group are not affiliated. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-3253437-092320

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