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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

5 Oaks Wealth Management LLC

Joseph V. Benedetti, AAMS®, CFP®
47 Tierra Cove | St. Johns, FL 32259
joe@5oakswealth.com | P 815-526-3312 | F 815-526-3096

Lisa L. Micklevitz
4314 W Crystal Lake Rd., Suite F | McHenry, IL 60050
lisa.micklevitz@lpl.com | P 815-526-3312 | F 815-526-3096

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, IL, IN, MD, MI, MN, NC, OH, VA, TN, WA, WI and WV. Copyright 2023, 5 Oaks Wealth Management, LLC.

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