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Kem Wealth Management

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

Matthew Kem and Thomas Lovelady are Advisory Representatives of Lincoln Financial Securities Corporation.

Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC, a registered broker/dealer and registered investment advisor. Branch Office: 1619 S Virginia Street, Hopkinsville, KY 42240. Investments offered to residents of AL, FL, ID, IN, KY, NY, OH, SC & TN. Advisory services offered to residents of KY. Lincoln Financial Securities Corporation and Kem Wealth Management 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-3685073-072321

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