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Wealth Design Group

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

ACCUMULATION • INCOME • LEGACY

Insurance provided through WDG Insurance Services • CA Lic # 0C17920

Investment advisory services offered through Andrade Financial Services, Inc.

Andrade Financial Services, Inc., is an investment advisor firm with its principal place of business located in Orangevale, CA. Andrade Financial Services and its investment adviser representatives are in compliance with the current registration requirements imposed upon registered investment adviser firms by those states in which we maintain clients. Andrade Financial Services may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Important information describing Andrade Financial Services business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Andrade Financial Services will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request.

For detailed information about Andrade Financial Services’ investment adviser representatives who may serve retail clients, you may also visit www.adviserinfo.sec.gov and view background information about such investment adviser representatives.

Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Investment Adviser) made reference to directly or indirectly by Investment Adviser in its website, or indirectly via a link to an unaffiliated third-party web site, will be profitable or equal the corresponding indicated performance level(s).

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including investment strategies detailed on this website by Andrade Financial Services) will be either suitable or profitable for a client's or prospective client's portfolio and may result in a complete loss of principal.

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