Forms & Documents
ADV & CRS Receipt
An acknowledgment that you've received and reviewed the disclosure documents provided by us.
Annual Review Questionnaire
A questionnaire used by an existing client to assist us in updating our financial records.
CARES Act Charitable Giving Changes
How the CARES Act impacts charitable giving and the potential tax benefits for 2020.
Chicago Clearing Opt-In-Opt-Out Form
No description provided.
Confidential Financial Questionnaire
A questionnaire used by new clients to provide us background and financial information to help make the first meeting as productive as possible.
Printable directions and contact information to navigate to our corporate office in Rockville, MD.
Edward G. Sella Resume
Our President & CEO's resume.
Election to Participate in Insights
Current clients can complete this form to enroll in Insights by SPC Financial®. Insights provides clients a financial dashboard of all of their financial resources including investment accounts, bank accounts, bank loans, mortgages, and credit cards.
Five-Step Refinancing Evaluation Program
Our Five-Step Refinancing Evaluation Program provides analysis and helpful tips to avoid potential downsides to refinancing.
How to Create an Estate Plan
We have compiled an 8-step plan to help guide you through creating or updating an estate plan.
Identity Theft & Suspicious Activity Checklist
If you suspect that you've been a victim of identity theft, follow our checklist.
Identity Theft Personal Prevention Tips
Helpful tips to reduce your potential of falling victim to identity theft issues.
Part 2A of Form ADV - Firm Brochure
This brochure provides information about the qualifications and business practices of our company.
Part 2A, Appendix 1 of Form ADV: Wrap Fee Program Brochure
This brochure provides information about our Wrap Fee program.
Part 3 of Form ADV: Client Relationship Summary
This document summarizes our relationship with clients.
It's important to be educated about the information we collect from our clients and why we collect it, as well as when and with whom we share your information.
Professional Designation Glossary
A glossary of certain terms and designations you may see through our website when exploring our specialized, human-centric team.
Tax-Efficient Charitable Giving Guide
There’s a financial incentive for Americans to give generously to charity. The benefit of charitable tax deductions are to reduce your taxable income and your tax bill.
Third Party Release Form
A form that authorizes us to discuss your financial resources with your appointed representative.
What Keeps You Up At Night?
A quick questionnaire that helps identify areas that we may assist you with.