McQuadeBrennan is an independent,privately owned accounting and investmentadvisory firm based in Washington, DC,providing comprehensive investment, taxand financial planning services toindividuals, corporations, pension fundsand foundations.

w w w . m c q u a d e b r e n n a n . c o m

Creative. Innovative. Imaginative.

Check out our website www.mcquadebrennan.com - Today!

1730 Rhode Island Avenue, NW, Suite 800Washington, DC, 20036

202.296.3306

Certified Public Accountants

C e r t i f i e d P u b l i c A c c o u n t a n t s

Tax and Investment AdvisorsTax Planning, Compliance and Investment Management.

The Accountants you've been looking for!

McQuadeBrennan is an independent,privately owned accounting and investmentadvisory firm based in Washington, DC,providing comprehensive investment, taxand financial planning services toindividuals, corporations, pension fundsand foundations.

w w w . m c q u a d e b r e n n a n . c o m

Creative. Innovative. Imaginative.

Check out our website www.mcquadebrennan.com - Today!

1730 Rhode Island Avenue, NW, Suite 800Washington, DC, 20036

202.296.3306

Certified Public Accountants

C e r t i f i e d P u b l i c A c c o u n t a n t s

Tax and Investment AdvisorsTax Planning, Compliance and Investment Management.

The Accountants you've been looking for!

Complete Financial IntegrationInvestment and Tax Services

McQuadeBrennan LLP CPA's and investmentadvisors have been providing comprehensiveinvestment and tax advisory services for morethan thirty years. Our clients have confirmedthe need for their CPA to be the key advisor inmaking investment decisions, and have thosedecisions impact their tax situations.

Our fees are based on assets undermanagement and include annual tax planningand preparation for our clients. We receive nocommissions from third parties.

w w w . m c q u a d e b r e n n a n . c o m

McQuadeBrennan LLPComprehensive Financial Management

McQuadeBrennan LLP is committed to helpingclients meet their financial needs and goalsthrough a strategy of efficient tax planning andlong-term growth. The cornerstone of ourphilosophy is that a patient, diversified, long-range investment strategy yields the bestresults. We recognize that each investor willhave unique risk tolerance levels, time horizons,income requirements and retirement objectives.One size doesn't fit all. Accordingly, we begineach client relationship with a thoroughdiscussion of your individual situation and thenhelp you build a custom-tailored investmentportfolio. Depending upon your targeted returnand personal risk profile, your portfolio mayinclude a mix of equity securities, options andcash equivalents as well as an appropriatebalance of fixed-income securities. Yourpersonalized strategy will fit your own comfortlevel for risk, with the goal of building andprotecting equity through long-termappreciation with above-average returns.

Comprehensive financial management is one of our strengths, and we encourage clients totake a consolidated perspective of their resources, including real estate holdings, savingsaccounts, IRA's, pension or profit-sharing plans, trusts for children, etc. Drawing upon ourmany years of experience providing tax, accounting and investment services, we can helpdevelop an integrated plan to maximize your after-tax income and total wealth.

McQuadeBrennan LLP• Prepare and coordinate individual and business tax filings

• Investment Management

• Prepare monthly / quarterly income and expense analysis

• Prepare net worth analysis showing assets and liabilities

• Prepare tax filings for household employees

• Investment analysis, asset allocation and transaction reconciliations

• Trust and Estate Administration

•Monitoring of cash balances

• Loan applications

How can we help you?202-296-3306

w w w . m c q u a d e b r e n n a n . c o mw w w . m c q u a d e b r e n n a n . c o m

Complete Financial IntegrationInvestment and Tax Services

McQuadeBrennan LLP CPA's and investmentadvisors have been providing comprehensiveinvestment and tax advisory services for morethan thirty years. Our clients have confirmedthe need for their CPA to be the key advisor inmaking investment decisions, and have thosedecisions impact their tax situations.

Our fees are based on assets undermanagement and include annual tax planningand preparation for our clients. We receive nocommissions from third parties.

w w w . m c q u a d e b r e n n a n . c o m

McQuadeBrennan LLPComprehensive Financial Management

McQuadeBrennan LLP is committed to helpingclients meet their financial needs and goalsthrough a strategy of efficient tax planning andlong-term growth. The cornerstone of ourphilosophy is that a patient, diversified, long-range investment strategy yields the bestresults. We recognize that each investor willhave unique risk tolerance levels, time horizons,income requirements and retirement objectives.One size doesn't fit all. Accordingly, we begineach client relationship with a thoroughdiscussion of your individual situation and thenhelp you build a custom-tailored investmentportfolio. Depending upon your targeted returnand personal risk profile, your portfolio mayinclude a mix of equity securities, options andcash equivalents as well as an appropriatebalance of fixed-income securities. Yourpersonalized strategy will fit your own comfortlevel for risk, with the goal of building andprotecting equity through long-termappreciation with above-average returns.

Comprehensive financial management is one of our strengths, and we encourage clients totake a consolidated perspective of their resources, including real estate holdings, savingsaccounts, IRA's, pension or profit-sharing plans, trusts for children, etc. Drawing upon ourmany years of experience providing tax, accounting and investment services, we can helpdevelop an integrated plan to maximize your after-tax income and total wealth.

McQuadeBrennan LLP• Prepare and coordinate individual and business tax filings

• Investment Management

• Prepare monthly / quarterly income and expense analysis

• Prepare net worth analysis showing assets and liabilities

• Prepare tax filings for household employees

• Investment analysis, asset allocation and transaction reconciliations

• Trust and Estate Administration

•Monitoring of cash balances

• Loan applications

How can we help you?202-296-3306

w w w . m c q u a d e b r e n n a n . c o mw w w . m c q u a d e b r e n n a n . c o m