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CHISHOLM TRAIL FINANCIAL GROUP

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Chisholm Trail Financial Group

Offices located in:

Round Rock, Dallas and McAllen, Texas

Home office: 512.671.7526

info@chisholmtrailfinancial.com

Investments and advisory services are offered through representatives of Lincoln Financial Securities, Member SIPC.

Chisholm Trail Financial Group is not an affiliate of Lincoln Financial Securities. Insurance offered through Lincoln affiliates and other fine companies. In NY, Insurance may be offered through LFS Marketing & Insurance Agency Corporation and other fine companies.

Lincoln Financial Securities and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

Not all registered representatives with our firm are able to offer advisory services.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-5893284-081823

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