Why People Choose Gene

The world’s full of thousands of qualified tax reduction coaches and financial planners. Among the accomplishments and attributes that distinguish Gene Offredi are:

  • Gene emphasizes client education and training
  • High net worth individuals and business owners may work together with Gene, an attorney, a CPA, tax specialist, or any other necessary advisors to form a well-rounded, accomplished wealth management team
  • Through Gene, clients can plan for a lifetime--not just for the 3 or 5 or 10 years
  • A primary goal is to make every high net worth individual or business owner greatly reduce their tax burden, save money, become more financially independent, and attain their most desired financial goals
  • Gene works closely with every client to create a strategy and develop a plan that meets that particular client’s objectives
  • Clients come first. Gene always builds trust and relationships so the client remains comfortable, remains in charge, and receives full benefit of Gene’s knowledge and expertise
  • Many in the industry recognize Gene for his leadership skills and authority. He’s published several financial books and been featured in many publications. One book, The Serving Leader...5 Powerful Actions that will Transform your Team, your Business and Your Community, has been a best seller in its category

 

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