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Young, Knight & Oberholtzer, LLC.

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

This website is for educational or informational purposes. It is not intended as investment, legal, retirement or tax advice. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.

William H. Young, Johnny Cavazos and Kingsley Knight are registered representatives of Lincoln Financial Advisors Corp.

We are licensed for insurance in TX, AZ, CA, FL, IN, MD, OR and WA.

William H. Young California Insurance License #0M41916

We are licensed for securities in AR, AZ, CA, CO, FL, IN, MD, MI, NM, NY, NC, OR, TX, VA, WA and WI.

Registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services are offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

Young, Knight & Oberholtzer, LLC is not an affiliate of Lincoln Financial Advisors Corp.

CRN-3050387-042020

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