Providing Forward Thinking Financial Advice
Our Difference:
It's About You
Our mission is to develop a lifetime relationship with you. Our relationship is built on trust, excellent communication and a high level of personalized attention to you and your needs.
Trust And Dedication
Earning your trust by protecting you and your assets from financial harm is our first priority. We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
Experience
Carlos Benedeti has been advising clients since 1994 after graduating from Florida Atlantic University with Bachelor of Science Degree with a Major in Accounting. He has seen countless changes in the financial markets including 2 major Bear Markets. The team, Carlos Benedeti, Ausdal Financial Partners, Charles Schwab, and countless of other professionals, have a great deal of experience, tools and knowledge to expertly guide you financially!
Technology
We are consistently reviewing, enhancing and testing our systems, algorithms, technology, beliefs and methods to make sure we are assisting and protecting you at the highest level possible.
Communications With You
Our communication program is designed to keep you informed on the status of your accounts, the economy, the markets, regulatory changes and any other topic relevant to your overall financial health. We will stay in touch with you using multiple communication methods through out the year!
Independence
We are truly Independent Wealth Advisors who are able to advise and assist you without any conflicts of interest. We do not work for any insurance company or firm that tells us how to help you. The personalized service and advice we provide you is based on your needs, your goals and your desires.
Relationships to Help You
We have built strong relationships with some of the most elite companies and professionals in the financial and insurance sectors. We are able to leverage these relationships to deliver you exceptional service and advice.