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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.

Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Schaeffer Financial, LLC is not affiliated with Grove Point Financial, LLC, or its subsidiaries. Investment Advisory Services offered through Schaeffer Financial, LLC. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Click here to view Form CRS.

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