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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?

Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.

See Osaic FS' (OFS') Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services OFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. OFS' Forms ADV, Part 2A, which describe OFS' investment advisory services, Regulation Best Interest Disclosure Document, which describes OFS' broker-dealer services, and other client disclosure documents can be found here.

LFS-6815978-072224

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