*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.
Is your portfolio susceptible to rising income
tax risk? Is your nest egg developing “tax” fractures
as a result of higher capital gains tax rates, new
taxes and net investment income? Are you confident
your investments are properly incubated to help
minimize cracking as a result of 2014 “tax fatigue”?
At SPC Financial, Inc. our advisors raise
organic, free range “tax efficient”* nest eggs, each
carefully handled and packaged by a team of CFP®
practitioners and CPA* licensed professionals.
For over four decades our loyal investors have
trusted our firm to help nurture and preserve their
personal nest eggs, with an elaborately woven
wealth management, “tax integrated” financial
nest… as they migrate their way into retirement.
If your nest egg is cracking under capital gains
tax pressure, showing signs of investment leakage
from higher income taxes and challenged with
wealth preservation concerns, due to estate taxes…
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 refurbish
or custom build a “tax efficient” nest egg foundation.
For more information visit our virtual office at
www.spcfinancial.com or contact us at (301) 770-6800.
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