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Glen Starr, CFP^®

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

Investments products and Advisory Services available only to residents of AZ, CA, CO, MO, PA, and TX.

We are licensed to sell insurance products in the following states: CA (License #0E30105) and TX (License #719881)..

Form CRS: Client Relationship Summary

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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