Get More Than A Tax Return

Your advisors should use your tax return and other information to assist you with other financial matters.

Here are other services we provide:

	Computer selection and use
	Business sales and acquisitions
	Lease-buy decisions
	Business expansion
	Real estate sales and acquisitions
	Projections, budgets, goals
	Retirement planning
	Tax shelter analysis
	Inventory control systems
	Equipment purchases and sales
	Office systems and controls
	Insurance review
	Pension and profit sharing plan considerations

	Fee-choice financial planning
	Portfolio performance analysis
	Asset allocation programs
	Risk tolerance evaluation
	Asset management programs
	Full-service stock trading
	Mutual funds
	US Government Securities
	Tax-free municipal bonds
	Life and disability insurance
	Long-term care
	Margin accounts (to qualified investors)

Please call us with your questions.

If you are in doubt as to whether or not we can assist with a particular problem, just give us a quick call. We do not charge for such calls. If we can't help you, perhaps we can direct you to someone who can.

Please call or e-mail to receive a free copy of our newsletter.

	Steve Personett Certified Financial Planner Sentra Securities Corporation	Steve Personett Certified Public Accountant Steve Personett P.C.
	(520) 881-5437 2980 E. Fort Lowell Road Tucson, AZ 85716-1518 e-mail: personett@stevecpa.com

Steve Personett is a registered representative and an advisory associate with Sentra Securities Corporation, Member NASD/SIPC. Before proceeding further, please be advised that Steve Personett is licensed to discuss with or offer investment and financial services and products only to residents of Arizona and California. Securities related services may not be provided to individuals residing in any state not listed above.