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Schaeffer Financial, LLC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Clients must remember to contact Schaeffer Financial LLC if there are any changes in their personal financial situation or investment objectives for the purpose of reviewing, evaluating and /or revising our previous recommendations and services. Also contact us in order to impose, add or modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request as well as on our website. The information contained in this website is intended for personal use and may not apply to all circumstances.

Richard Schaeffer is a registered representative offering securities through H. Beck Inc., member FINRA, SIPC.

Investment Advisory Services offered through Schaeffer Financial LLC, a registered investment advisor.

Schaeffer Financial Inc. and H. Beck Inc. are not affiliated. Securities registered in the following states: AZ, CA, DC, DE, FL, GA, HI, IL, LA, MA MD, MI, NC, NJ, NM, NV, NY, OR, PA, SC, UT, VA, WA, WV and insurance licensed in the state of MD. This is not an offer or solicitation in any other state.

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