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Resource Retirement Partners

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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Office: 704-943-2131
Fax: 704-943-2158

6000 Fairview Road
Suite 1550
Charlotte, NC 28210

chuck.dekrafft@rrphub.com

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The Value of Vision

Count Down to Retirement

Retirement Within Reach

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Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CRN-5767151-062223

Chuck deKrafft: California Insurance License #0I00493

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

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