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Giving Back
Kelly Trevethan holds a deep passionate belief that we must serve our local communities by giving back to organizations that touch the lives of those less fortunate than we are. For more information on how we give back click on the link below.

TrevethanFamilyFoundation.org

"Success without giving back, is failure."
-John Paul DeJoria
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2010 Mid-Year Tax Considerations
MARKET MONTH: May 2010
Health-Care Reform: Changes to Medicare
Health-Care Reform: A Timeline of Benefits and Provisions
Quarterly Market Review: Jan – March 2010
MARKET MONTH: February 2010
ROTH IRA Conversions 2010
Life Insurance Basics
Estate Tax Remains in Flux
Estate Tax
Healthcare-Reform Alert
Converting to a Roth IRA
Helping You See The Big Picture
Investment Basics
Retirement Basics
Retirement Income Planning
Estate Planning
Annuities
College Planning
Long Term Care
Advanced Estate Planning

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UCFA’s web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt. Trevethan Capital Partners a division of United Capital Financial Advisers, LLC. (UCFA), provides advice and makes recommendations based on the specific needs and circumstances of each client.  Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Past performance of markets and other data are no guarantee or indicator of future results.  UCFA does not offer tax or legal advice please consult your tax adviser or legal counsel

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