WISDOM FROM A “TAX EFFICIENT” SNOWMAN
From All Of Us At SPC Financial® Be A Jolly Happy Soul This Holiday Season!
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.
When Life’s Events Snow You Under… Take Out
Your Financial Shovel & Allow Us The Opportunity
To Help You Turn Old Man Winter’s Market Flurries
Into A Solid Wealth Management & Tax Integrated
Investment Base, Chill-fully Packed & Assembled
By Our Team Of CFP® Practitioners & CPA
Professionals… So You Can Remain Cool, Without
Sweating The Unpredictable, While Keeping Your
Portfolio Well Rounded & Winterized From Future
Tax Deficient Meltdowns.
For More Information On Our “Tax” *Efficient
Winterized Investment Products & Services, Contact
One Of Our SPC Wealth Advisors At 301-770-6800
Or Visit Us At www.spcfinancial.com