As a CPA, Certified Financial Planner, Registered Investment Advisor Representative and Certified Tax Pro Advisor- Benedetti takes a holistic approach to serving the firms clients. Tax preparation fits into the larger picture of planning toward financial independence. The firms three main goals:
1. Help clients better understand their business: The entity choice; maximizing tax deductions; implementing benefit plans and self-directed IRA’s; pension planning, including self-directed 401K’s; cash flow issues.
2. Pay the least amount of taxes.
3. Develop a long-term wealth creation plan and staying with it.
