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Investing For Tomorrow - Together

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Diversified Portfolio Management, LLC dba Heritage Financial Solutions, LLC. These entities are separate and apart from LPL Financial.

Diversified Portfolio Managment, LLC dba Heritage Financial Solutions, LLC is currently registered in Kansas, Texas and Colorado.

The LPL Financial registered representative(s) associated with this website 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 any resident of any other state.

Important Disclosures:

Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.

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General Disclosure:
Our Firm Brochure that disclose our advisory services, fees and conflicts of interest is available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://adviserinfo.sec.gov/firm/summary/131008. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.

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