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Waypoint Financial

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Your bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC) Insurance products are offered through LPL or its licensed affiliates. Waypoint Bank and Waypoint Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Waypoint Financial, and may also be employees of Waypoint Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Waypoint Bank or Waypoint Financial. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or any Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. The LPL Financial registered representatives 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. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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