OUR PRIORITY IS YOU

It's All About YOU

As a Tax-Focused organization, nothing brings us greater satisfaction than seeing our clients achieve their wishes and goals and maintain their lifestyle for the rest of their lives.


Taxes are the single biggest expense in our lives – we specialize in reducing taxes for our clients over their working and retirement lifetime.


Everyone has read or heard about people paying little to no income tax, well these opportunities are available to middle class families too.

Clients who benefit the most from our services include:

High income executive

High-income earners and executives - who are the target for higher taxes

Hardworking Professionals - who are always time-poor and want do more of what they love in addition to work.

Hardworking Professionals
Boomers and retirement

Boomers - (I’m a Boomer) who are approaching retirement and want to save hundreds of thousands of dollars in taxes so that they can enjoy a life well lived.

Women – single, divorced or widowed who want a relationship with an advisor who listens and helps you stay focused on your wishes and goals while you’re working and as you transition into retirement.

Women, divorcees, and widows and retirement planning.
Business owners - planning for retirement

Business Owners - who own their businesses yet sometimes feel that the business owns you. As a successful business owner, you did something most people never do, you believed in yourself, took a giant risk, played against the odds and you’ve come out a winner. Now it’s time to harvest your hard work and turn your business over to another generation so that you can transition into retirement, pay the least amount of tax and enjoy life like you’ve never lived before.

Young people - who live a life filled with dreams and goals, who want to succeed financially and win the game of life.

Young people - starting their planning early
Decision makers and retirement planning

Decision Makers - who see the value in delegating so they can focus on what they do best.

Goal-oriented individuals - who seek proactive advice and personalized guidance from a financial expert they can trust.

Goal orientated individuals

High-income earners and executives - who are the target for higher taxes

Hardworking Professionals - who are always time-poor and want do more of what they love in addition to work.

Boomers - (I’m a Boomer) who are approaching retirement and want to save hundreds of thousands of dollars in taxes so that they can enjoy a life well lived.

Women – single, divorced or widowed who want a relationship with an advisor who listens and helps you stay focused on your wishes and goals while you’re working and as you transition into retirement.

Business Owners - who own their businesses yet sometimes feel that the business owns you. As a successful business owner, you did something most people never do, you believed in yourself, took a giant risk, played against the odds and you’ve come out a winner. Now it’s time to harvest your hard work and turn your business over to another generation so that you can transition into retirement, pay the least amount of tax and enjoy life like you’ve never lived before.

Young people - who live a life filled with dreams and goals, who want to succeed financially and win the game of life.

Decision Makers - who see the value in delegating so they can focus on what they do best.

Goal-oriented individuals - who seek proactive advice and personalized guidance from a financial expert they can trust.

If you see yourself in these examples, we may be a good fit. While our clients come from various backgrounds, they all have a common goal:

Reduce the taxes they pay over their lifetime, grow their wealth to secure their future and live a life filled with abundance.


Whether it’s international traveling, going on long vacations, sending your children or grandchildren to private schools or college, or simply having more time to spend with your family, partnering with Robert Martinelli Tax Planning means having a dedicated adviser to guide you in achieving time, mind and financial freedom.

Take control today

It all begins with a simple phone call. Click on one of the “Let’s Chat” links throughout this website to schedule a 15-minute chat.

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