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Passmore Planning Professionals

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Passmore Planning Professionals is independent of CFGS.

Please be advised that presently representatives of Passmore Planning Professionals hold series 66, series 63, series 7, and series 6 licenses in AL, FL, MS, NM and DC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through CFGS will fluctuate in value and are subject to investment risks including possible loss of principal.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

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