© Copyright 2016
Venture Onto Our
And Leave the
Caddying to Us!
At SPC Financial®, it is our intent to help tee you up with a customized, wealth
preservation & tax integrated financial course from your initial tee off through each
chip & putt… onto life’s 18th hole.
Allow our investment advisors and *team of tax caddies the opportunity to help
you avoid the “tax” traps and stay out of the rough on your financial greens… while
using our portfolio investment bag of tax efficient wedges & woods to help you drive
your financial independence and “family” legacy down your desired fairways.
Join our diverse “financial clubhouse” of investors and see how you too can
potentially benefit from our wealth management & tax integrated financial products &
services. For more information on our customized financial fairway’s programs, contact
one of our wealth advisors at ( 301)770-6800 or visit us at www.spcfinancial.com.
RJFS & SPC Financial, Inc., do not provide tax or legal advice. *Tax services & analysis are provided by the related firm
Sella & Martinic, LLC through a separate engagement letter with clients. Sella & Martinic, LLC is independent of RJFS.
SPC FINANCIAL® | INTEGRATED PRODUCTS AND SERVICES
Wealth Preservation | College Funding | Asset Allocation | Planned Gifting | Legacy
| Retirement | Succession | Income & Estate Tax* Planning