December 7, 2011




TO:     Our Clients


FROM:   Kathleen F. Grow, EA, IAR, Financial Advisor & Tax


        Paul F. Sullivan, CPA



As 2011 is coming to a close, now is the perfect time to get caught up on tax and wealth planning. In doing so, we want to continue to educate you on successful wealth creation and preservation. Our CPA group has collaborated on writing 4 reports that I am confident will assist in improving your understanding about successful tax, trusts, wills and wealth planning. The reports are titled:

  • 10 Deadly Mistakes Made in Setting Up a Trust or Will and Easy Ways to Avoid Them

  • 11 Costly Tax Investment & Estate Planning Mistakes That Effect Almost All Retirees While Costing Many Thousands!

  • Top 13 Mistakes Made By Retirement Plan Investors (there is also an audio tele-seminar available on this topic)

  • Investment Secrets of the Wealthy


Please review these reports at the following link:


At the above link, you can request the report and it will be emailed to you to print and/or read online. Please do not hesitate to contact us to discuss these reports and how our firm can help you in attaining your wealth goals.


For your convenience, Kathy's direct line is 240-316-3564 and Paul's direct line is 240-316-3531.