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Legacy Planning Partners

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CA, CO, CT, NY, DE, MA, FL, GA, IN, MD, MI, NC, NJ, PA, VA, VT

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