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Streamline Financial Services

2006 Tax Update
As if you have not had enough of taxes this month, we have added a 2006 Tax Update, with many of the key numbers, limits, brackets, phaseouts, and other nifty info. You can find this on our FORMS page.  Please feel free to use it as a reference, but consult your tax advisor for more specifics.  If you do not have one, we would be more than happy to recommend a couple of names.

Need to go back to Taxes 101?  Here is our E-Seminar online, which only takes a few minutes.

Account Access
Remember, we view your money as YOUR money.  As we help you with the investment strategy, you are never prevented from contacting the companies directly where you currently have accounts to ask questions.  For a handy reference of phone numbers and websites, consult our ACCOUNT ACCESS page.


Streamline will be CLOSED APRIL 20th thru the 27th
Finally, the Meisenheimers, party of 4, will venture out beyond Kane County.  If you have something urgent, please call the numbers on the ACCOUNT ACCESS page (see above).  I will also be checking email (I know, its a problem I have that I can't go on vacation and NOT check email). 

You Don't Have to Get This Newsletter!
Spam is on the rise, and we don't want to be a part of the problem.  If this monthly e-newsletter is starting to feel like another junkmail, then you won't offend us by unsubscribing.  We'll do our best to keep things short and sweet, and oh yes, important.


Feedback/Tell a Friend
The Table of Contents
above is thanks to Janice, a subscriber of our e-newsletter.  Were it not for her feedback and those like her, we might still be sending this via passenger pigeon.  Please continue to offer your FEEDBACK to us to help us serve you better.  We have a long way to go before perfection is attained.

Also, we do like it when we get introduced to friends of yours.  If you think someone may benefit from what we offer at Streamline, don't hesitate to use our Tell A Friend engine.  We also have a box in the very top right of these newsletters.  If you don't think they are interested, we won't want the job of convincing them to meet with us.  Neither will you, for that matter.  

140 S. Commonwealth , Aurora, IL 60506
Phone: 630-844-8733 | Cell: 630-205-9786 | Fax: 630-892-8198
Email: toby@streamlineplanning.com | Website: www.streamlineplanning.com

Securities Offered Through QA3 Financial Corp. Member NASD/SIPC
Advisory services offered through QA3 Financial, LLC, an SEC Registered Investment Advisor
One Valmont Plaza, 4th Floor, Omaha, NE 68154 (402) 964-3702




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