GIVING BACK
Inside the lifestyle planning, it is our advocacy to honor a client’s philanthropic desires by including the non-profits of their choice.
In addition, at Robert Martinelli Tax Planning, we include ourselves by donating 10 percent of our fees each year to our client’s charity of choice.
We welcome your priority list, and we are transparent in our list of favorite causes.
Helping tax concerned clients nationwide
Latest news
Why do wives die broke? It is important to have both partners there with me in the planning stages, as statistics prove that the wife will outlive her husband by perhaps 5 - 15 years and so it’s important that her financial wellbeing be protected after her husband is gone.
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