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Tax & Financial Partners, Inc

1000 North Coast Highway Suite #2

Laguna Beach, CA 92651

Phone: 949.715.9930

Fax: 949.715.9461

Mon-Sat: 8:00 AM - 5:00 PM

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Office: 949.715.9930

Fax: 949.715.9461

1000 North Coast Highway

Suite #2

Laguna Beach, CA 92651

ts@tax-and-financial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Investments and Advisory Services are offered through representatives of Lincoln Financial Securities Corporation, Member FINRA & SIPC.
Securities are offered to residents of AZ, CA, CO, FL, GA, HI, IL, MD, MI, MO, NV, NY, PA, SD, TX & WA. Advisory Services are offered to residents of CA. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Lincoln Financial Securities Corporation is not affiliated with Tax and Financial Partners, Inc. Lincoln Financial Securities and its representatives do not offer tax or legal advice. LFS-5430880-012523

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