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Security Planning Agency, LLC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities offered through Grove Point Investments, LLC, Member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC and Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Security Planning Agency, LLC and Grove Point Financial, LLC are not affiliated.

Dwayne M Dills, CPA CFP®

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Check the background of this investment professional