*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.
**Financial Times 2013 / FT 400 “Top Financial Advisors” Recognized as one of the Top Investment Management “Elite” within
one of 32 qualifying states selected within the US, including Washington, DC. /April 11, 2013 FT Special Report. / Page 9,
2013 Recognition was based on assets under management, asset growth rate, years of experience, compliance record, industry
certifications, and online accessibility. http://www.ft.com/intl/reports/top-financial-advisers-2013
**Barron’s 2012 / Top 100 Independent Advisors / One of ( 17) “New Members” Among The Nation ’s Top 100 Independent Financial
Advisors / by Barron’s /August 27, 2012 (pg S14) ranking Edward Geoffrey Sella 2nd within the State Of Maryland) http://online.
barrons.com/report/top-financial-advisors/independent. 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. Investment performance is not an explicit criterion because
clients’ investment goals vary widely. In many cases the objective is preservation of wealth, rather than market-trouncing returns.
© Copyright 2013
Do financial goblins emerge when you open your mail?
Will your estate be buried in cobwebs of estate and income tax debt?
Are your dreams haunted by ghoulish 2013 Tax Law consequences? Is April 15th as scary for you as
Halloween? Are you afraid of the “tax” bogeyman who likes to play trick or treat in your financial house?
At SPC Financial, Inc. we help take the boo out of financial planning! Here we practice “taxcraft”
with a wealth management and tax planning strategy designed by our CFP professionals and affiliated
*CPA team of tax strategists… equipped with the investment tools needed to help ward off “Tax” Ghouls
and Financial Goblins.
Let us share our “taxcraft” with you and show how you can potentially benefit from our integrated tax
planning and wealth management investment services. Contact Edward Geoffrey Sella, CPA/PFS, CFP®,
President and CEO, SPC Financial, Inc., 301-770- 6800 or www.spcfinancial.com for a complementary
“taxcrafted” investment consultation.
Is Your Financial House
Haunted By Tax Goblins?