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.
**Diversification does not ensure a profit or guarantee against a loss.
© Copyright 2016
How do your “financial” eggs roll? Are
they nestled within a lush grassy portfolio
or spoiling along a deteriorating market
hill slide? At SPC Financial®, we believe a
wise person only puts “diversified” eggs
together in one basket… unless of course
their eggs are chocolate!
If your “financial” eggs are at risk
of tax spoilage and rolling away from
your finish line, allow our team of CFP®
practitioners & CPA licensed professionals
the opportunity to help you load your
basket with a balanced assortment of
“tax efficient” legacy, survivor, retirement,
estate & income tax planning, college
funding, portfolio management, asset
preservation, portfolio & risk management /
insurance, investment techniques &
For more information on our “tax”
*efficient, basket of diversified** investment
products & services, contact one of our
SPC Wealth Advisors 301-770-6800 or
visit us at www.spcfinancial.com.
Is How We Roll!