4 Hours Wealth Management & Tax Integration Consultation


Item Number: 5601

Time Left: CLOSED

Online Close: Apr 8, 2010 10:00 PM EDT

Bid History: 0 bids


Description

Explore your financial options and help plan for your financial future with a four hour Wealth Management and Tax Integration Consultation from one of Barron's* 2009 Top 100 Independent Financial Advisors in the Country and proud Beauvoir parent alumni. Financial consultation includes a topical review of College, Estate and Income Tax Planning, Portfolio management, Asset Preservation and Risk Management Techniques and strategies. *The ranking reflects the volume of assets overseen by the advisors and their team, revenues generated for their firms and the quality of their practices. Past performances may not be indicative of future results. Barron's/August 31, 2009 (pg S 10) http://online.barrons.com/public/page/9_0218-indfinancialadvisor-2009.html.

Special Instructions

Expires April 9, 2011.


Donated By:   Edward Geoffrey Sella, CPA, PFS, CFP(R),


President, CEO ~ SPC Financial, Inc. /Independent Registered Investment Advisor/SEC
3202 Tower Oaks Blvd, Suite 400 / Rockville, Md. 20852-4216 /  301-770-6800 /  www.spcfinancial.com


 Securities Offered Through Raymond James Financial Services, Inc./ Member FINRA/SIPC

Donated by

SPC Financial, Inc