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Gerald R. Wilson, CLU, ChFC, CFP®

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities offered through Concourse Financial Group Securities, Inc (CFGS), a Registered Broker-Dealer, Member, FINRA & SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Hawaii Financial Store, Inc. is independent of Concourse Financial Group Securities, Inc.

Please be advised that presently Gerald R Wilson holds Series 63, Series 65, Series 6 and Series 22 registrations in the states of Hawaii, California, Arizona, and Washington. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Gerald R Wilson 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 Concourse Financial Group Securities, Inc. 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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Check the background of this investment professional