Time to Get Tax-Savvy: Managing Your Tax Burden

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Copyright ©2021 Pilot Financial.

Investments and advisory services are offered through representatives of Lincoln Financial Securities. Member SIPC. Lincoln Financial Securities and Pilot Financial are separate entities. Insurance offered through Lincoln Financial Group and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

Securities offered to residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI & WV. Advisory services offered to residents of NC. LFS-3363046-120920

Not all registered representatives with our firm are able to offer advisory services.

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.

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