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Right Capital Financial Planning

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Western Wealth Management LLC, a Registered Investment Advisor. LPL Financial, Western Wealth Management LLC, and Longview Wealth Strategies are separate entities.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from aony resident of any other state.

LPL CRS https://files.constantcontact.com/a0dc25db601/25c6d293-7917-4fac-9228-aa8b4458df96.pdf

WWM CRS https://files.constantcontact.com/a0dc25db601/83adf729-4ccb-4463-8fb3-9f4112a1e6f0.png

WWM ADV PART 2A FIRM BROCHURE https://files.constantcontact.com/a0dc25db601/4bbde2d7-63fd-42a3-83cc-7a8ada79f9d9.pdf

WWM PART 2A APPENDIX 1 https://files.constantcontact.com/a0dc25db601/1e443c67-77dc-4f27-971b-9dd5d60ebce1.pdf

Click here to read Jared's Disclosure

Click here to read Patrick's Disclosure

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