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David Schwandt, J.D., CFP®

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Investment advisor services offered through AdvisorNet Wealth Partners (AWP). PlanViser and AWP are not affiliated.

2545 Perry Avenue North, Golden Valley, MN 55422

All investment advisory services are provided in conjunction with AdvisorNet Wealth Partners (“AWP”), an SEC registered investment adviser, www.https://advisornet.com/wealth-partners-home/

The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if AWP is engaged, or continues to be engaged, to provide investment advisory services.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client. AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, PlanViser Financial, in its separate licensed capacity, can be engaged to provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

AdvisorNet Wealth Partners - Form CRS

Check the background of this financial professional on SEC’s Investment Advisor Public Disclosure website. David Schwandt

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