| Trent J. Benedetti, C.P.A., C.F.P. |
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| Benedetti & Associates Certified Public Accountant,Inc. 2151 S. College Drive, Suite 101 P.O.Box 5958 Santa Maria Ca. 93456 Tele: (805) 922-4881 Fax: (805) 922-7953 Email Mr. Benedetti |
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| How Benedetti & Associates Assists Clients We are Registered Investment Advisor, a professional firm working exclusively with individuals that are serious about their retirement, financial situation and standard of living. The services we provide include: -Estate Planning - Weshow you how to avoid estate taxes which are paid by single people with estates over $1,000,000 and couples with estates over$2,000,000. Even if you have a living trust, you may still pay estate taxes unless you take steps to avoid them. -Long Term Care Protection or Qualification for Medicaid - We act as a broker (not a salesperson) to find you the best coverage within your budget for long term care protection -Annuities and Insurance - Medicare supplements, individual/group health or life insurance. As an independent broker, we can tell you which safe companies are available to meet your goals. -Investment Management (fee-only) - We don’t represent proprietary mutual funds. This gives you a choice suited to your needs. Our custodial relationships allow a variety of investment option, including stocks, bonds, and no-load mutual funds. As a Certified Public Accountant, Certified Financial Planner and Registered Investment Advisor, we educate business owners and professionals a out their financial alternatives and then assist them in implementing the proper solutions. As president of Benedetti and Associates, Certified Public Accountant, Inc., we am responsible for small business accounting and consulting services, income tax planning and preparation, as well as client retirement and estate planning. We design and implement retirement and welfare benefit plans through my relationship with The Corben Institute (a team of experts providing tax planning options on a customized basis for highly successful individuals and corporations). Phone today with questions or to see how we can assist you. There is no charge for an initial consultation. Tele: 805-922-4881 |
| Trent Benedetti is author of several articles on taxes, retirement planning and estate planning and a well-known financial advisor, serving clients since 1982. He has helped hundreds of people navigate their financial affairs. He is a CPA, Certified Financial Planner and Registered Investment Advisor. For an interview or details on this issue, phone him at (805) 922-4881. |
| Certified Financial Planner Professional Tax Advisor Since 1982 Insurance Agent CA Lic. #0A83750 Registered Investment Advisor |
| Graduate of College for Financial Planning California Polytechnic University, BS Accounting |
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