*Tax services and analysis is provided by the related firm Sella & Martinic, LLC through a separate engagement letter with clients.
RJFS does not provide tax advice. Sella & Martinic, LLC is independent of RJFS.
**Barron’s 2013 / “Top 100 Independent Financial Advisors” acknowledged Edward Geoffrey Sella as one of America’s leading “Top 100
Independent Financial Advisors” in the country, among (one of three) recognized within the State Of Maryland). The National ranking
by Barron’s was made after conducting extensive research, surveys and interviews in addition to weighing factors such as advisors’ team
assets under management, revenues generated and overall quality of services and regulatory records.
Are there financial stress cracks forming beneath
your portfolio’s surface? Do you feel confident your
investments are properly balanced and not unnecessarily
exposed to changing temperatures in market conditions?
Is your portfolio iced down by “tax law changes” and
consequently slipping into inefficient “tax holes”?
At SPC Financial, Inc. we believe that no one’s
net worth should be skating over thin ice! For over
four decades our loyal investors have trusted our
firm to help them maintain their financial center of
gravity, as they skate side by side our advisors, with
a balanced wealth management, *tax integrated edge
and synchronized approach into retirement.
If you find yourself skating on thin ice, spiraling
into financial imbalance… struggling with the
inability to pivot with skill and experience into
financial ice holes filled with challenging wealth
preservation concerns; due to a change in marital
status, loss of spouse, inheritance windfall, business
succession decisions, college funding, investment,
legacy, retirement, long term care, estate, or income
tax planning needs… allow nationally recognized,
**Barron’s 2013 /Top 100 Independent Financial
Advisor /*Edward Geoffrey Sella, CPA/PFS, CFP®/
President & CEO / SPC Financial, Inc. , the
opportunity to help you break in a new pair of SPC
wealth management, “Tax efficient skates” on our
financial ice rink. For more information visit our
virtual office at www.spcfinancial.com or contact
us at (301) 770-6800.
Are Your Investments Skating On Thin Ice?
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