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BESHOAR FINANCIAL SERVICES, LLC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Beshoar Financial Services, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through licensed and appointed agents.

Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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