Joseph Vecchio CPA, CFP®, PFS™, MBA
What I do & Who I do it for:
I help real estate investors and small business owners permanently reduce taxes and grow wealth through a process called ‘zero tax advisory’, empowering them to more efficiently achieve—and surpass—their financial goals.
Why I do it:
Small business owners and real estate investors are overpaying their taxes simply because they’re unaware of key strategies that legally reduce their taxes. I provide my clients with the knowledge, planning, and specific tax strategies available to them according to their unique circumstances to aid in permanently reducing their taxes and growing their wealth.
I believe that the most certain path to financial freedom is by creating an alternative wealth plan that focuses on optimizing your taxes through diversification across Three Asset Classes (NOT just stocks and bonds), which leads to exponential growth of generational wealth.
How I do it:
Through a process called ‘zero tax advisory’, I provide my clients with customized strategic tax advice and financial plans tailored to their specific set of circumstances, goals, and needs.
What I want interested prospects to do next:
I encourage interested prospects to schedule a free, no-obligation, no-pressure consultation to determine whether we’re a good fit to work together. I take pride in helping people make smart financial decisions and want my potential clients to know exactly how I can help them grow zero-tax wealth before they pay a single dime!
The vision I have for the relationship I have with my clients:
I aim to work with clients who are open to learning about underutilized, and at times unconventional, strategies. My goal is to present options and highlight the most advantageous opportunities to build zero-tax wealth. Whether my clients choose to implement these strategies is entirely up to them.