Does SCA provide Accounting or Tax Preparation Service?
Yes. The Advisor is a financial counselor and investment advisor and limits itself to financial advice, tax planning and tax preparation. Accounting and Tax Preparation services are available, to SCA planning and investment clients only, from an in-house Enrolled Agent who is a principal of SCA. • What types of Securities do we provide advice about? Bank deposits, U.S. Government Securities, corporate bonds, commercial paper, municipal securities, equities, mutual funds, unit investment trusts, variable annuities, variable life, limited partnerships, and real estate investment trusts. • What method of analysis do we use to analyze investments? We use a fundamental approach, such as economic conditions, earnings, industry outlook, politics (as it relates to the investment), historical data, price-earnings ratios, dividends, general level of interest rates, company management and tax benefits. We do not use technical analysis or charting. We attempt to select clients’ investments to harm
