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Kirkland and King Financial, LLC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Investments are offered to residents of AZ, FL, GA, NC, SC, OK & VA and advisory services are offered to residents of SC through representatives of Lincoln Financial Securities Member FINRA/SIPC. Lincoln Financial Securities and their representatives do not offer tax or legal advice. Please see your personal legal and tax professional regarding your individual circumstances. Jonathan King has contracted with Dave Ramsey as a Smart Vestor Pro. Dave Ramsey's Smart Vestor Pro are for investment services only Dave Ramsey's endorsement does not extend to the financial planning or investment advisory services offered through Lincoln Financial Securities. LFS is separate from and unaffiliated with Dave Ramsey. Smart Vestor Pro's pay a fee to be included in the network. Kirkland and King Financial, LLC and Lincoln Financial Securities are not affiliated. LFS-2440801-022719

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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