Jaime Benedetti
Benedetti, Gucer & Associates
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Company Overview - Wealth Management Firm focused on Retirement Planning, Asset Management and Qualified Retirement Plan design and administration.
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What We Do – I specialize in helping companies with between 50 and 1000 employees to improve their Qualified Retirement Plan. Often with companies this size, the 401(k) or Defined Benefit Plan is not reviewed regularly. As the company grows, more competitive plans and pricing models become available. This could mean better investment options, a higher level of service, and a more sophisticated plan design, all while lowering costs
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My Background -
I’ve spent 20 years in the Financial Services industry and hold the following designations:
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Certified Financial Planner
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Chartered Retirement Planning Counselor
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Accredited Investment Fiduciary
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Who is a good networking partner - Employee Benefit Brokers, Payroll Providers, CPA’s and ERISA Attorneys
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Who is a good referral – Owner, CFO or Head of HR of a company that currently has a 401(k) plan in place.
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Contact info:
Jaime Benedetti
Benedetti, Gucer & Associates
7000 Peachtree Dunwoody Rd.
Building 6, Suite 100
Atlanta, GA 30328
404-602-0034
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