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JMG Wealth Management

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Jeff Garton is a registered representative of and offers securities and investment advisory services through Lincoln Financial Securities Corporation, Member SIPC. Securities offered to resident of AR, CA, OH & TX and advisory services offered to residents of TX.

Branch Office: 6401 Eldorado Pkwy, #226, McKinney, TX 75070. JMG Wealth Management is affiliated with Lincoln Financial Securities Corp. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional rearding 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.

LFS-4018157-122121

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972.837.0871 jeff@jmg-wealth.com

6401 Eldorado Pkwy, Suite 226, McKinney, TX 75070

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