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Compston Wealth Management

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Mark G. Compston and Mark Casey Compston are registered representatives of Lincoln Financial Securities Corporation.

Securities and investment advisory services offered through Lincoln Financial Securities Corporation, Member SIPC. Securities offered to residents of AK, CA, CO, FL, ID, IL, KY, MD, MI, NY, NC, OH, SC, TN, TX, VA & WV. Advisory services offered to residents of OH & TX. Branch Office: 1011 South 3rd Street, Ironton, OH 45638. Lincoln Financial Securities is not affiliated with Compston Wealth Management, LLC. LFS-3370090-121420

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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