© Copyright 2016
Thanksgiving Planning Made Easy!
Don’t Wing It!
At SPC Financial®, our team of gourmet Wealth Advisors & CPA* licensed professionals
can help provide you with a comprehensive Thanksgiving holiday menu to suit your guests’
financial appetites. Whether you’re preparing a feast for experimental, traditional or seasoned
investors, don’t wing it with leftovers! Set your table with our cornucopia of tax integrated
investments, along with creative ways to help friends & family gobble up potential tax savings.
Allow us the opportunity to help both you, your friends & family members, get a leg up
this holiday season… by bringing a comprehensive wealth management & tax efficient
financial planning conversation to your dinner table.
For more information on our Friends & Family Holiday Planning / Investment 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.