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CPR Wealth Advisors

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 LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Representatives associated with this site may only discuss and/or transact secruties business with residents of the following states: WI, MN, AK, AR, CA, CO, DC, FL, GA, IA,ID, IL, IN, KS, LA, MA, MI, ME, MO, ND, NH, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, WA.

LPL and CPR Wealth Advisors do not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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