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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Ben Schulte is a registered representative with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Golden State Wealth Management (GSWM), a registered investment adviser. GSWM and By The Sea Wealth Management are separate entities from LPL Financial. CA Insurance Lic. 4036933

LPL Financial Form CRS

Golden State Form CRS

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Check the background of this investment professional