FALL TUNE-UP SPECIAL OFFER

Let us help you have a better finish with your 2015 tax planning & investment/retirement planning.
Don't get a surprise on April 15th!  Don't get a surprise when you get to retirement and do not have enough!



As the end of the year approaches, we would like to offer you a special deal for a limited time to help give you some piece of mind about your taxes and investment/retirement planning for 2015. We are offering to prepare a review of your tax and financial information to ensure you are on track for a smooth and comfortable year end for 2015. Now is the time to review your taxes and investment/retirement plan status as it allows enough time to make changes to achieve a better result.
 

Remember you can call our offices if you have any questions about these or any other accounting, tax, financial planning or insurance related issues, at 301-657-8080. 

 

Regards, Paul Sullivan, CPA, IAR

President, Sullivan & Company



4709 Montgomery Lane | Bethesda, MD 20814

Phone (301) 657-8080 | Fax (301) 657-9055
Website:
www.esullivan.net | E-mail: psullivan@esullivan.net
 

The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities. Information obtained from sources deemed to be reliable, but accuracy or completeness is not guaranteed. Past performance is not a guarantee of future results. Performance figures contained herin do not represent actual client portfolios or results. Actual results may significantly differ from the model portfolio returns presented. Archer Investment Corporation manages the Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The investment return and principle value of an investment in the Funds will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. The Fund prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the prospectus by calling 800-581-1780.
 
 
 
 
 

Sullivan & Company | Certified Public Accountants | 4709 Montgomery Lane #201 | Bethesda, MD, 20814 | 301-657-8080