Joseph Auteri's Contact Details

Joseph Auteri's Company Details

Our MissionOur mission is to help our clients understand what they want to accomplish from both a personal and business planning perspective, in essence we help our clients crystallize their lifelong goals and objectives; and then we take responsibility for getting the job done right by getting our clients to take action. Our practice utilizes a client-centered planning process which involves designing and implementing customized financial planning, estate planning, and business exit planning solutions coupled with unparalleled service. Our VisionWe are a referral only financial planning, estate planning and business exit planning practice, with clients in 17 states. We are committed to building long-term client-centered relationships by providing our high net worth clients with customized state-of-art advisory solutions, coupled with unparalleled service. In order to provide our clients' with the best of planning services, our practice employs a team approach with other advisors. We serve as our clients' "Planning CEO" where we assume the responsibility for coordinating the entire planning team (Estate Tax Attorney, CPA, Insurance Agent, Investment Broker, Banker and Business Valuation Specialist). As Planning CEO we must: Understand our clients' current personal and business planning situation Help our clients' crystallize their lifelong goals and objectives Address the challenges and obstacles our clients' are facing  Design and Implement a strategy which will help our clients' achieve their goals and objectives