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Consult 401(k)

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

@ 2021 Consult 401(k). Consult 401(k) offers investment and consulting services, including participant education, to company-sponsored 401(k) plans.

Curtis S. Chen is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC. Financial Planning offered through Chen Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

The financial professionals associated with LPL Financial 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.

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