Do your goals align with your advisor's plan? Dig deep; get to know your advisor!
Not all financial professionals are built the same, there are many factors to consider when choosing the right financial advisor to work with. Knowing the advisor's certifications and qualifications along with their experience and network is a given, but more importantly you should know:
Who the advisor is loyal to?
Who do they work for?
Whose interest are they protecting?
What are their credentials?
What is their specialty or main focus?
Knowing this information will provide you with insight you need to determine whether the person, product, and strategies aligns with your overall goal. Having the ability to articulate and illustrate their proposed approach in a way that you can understand is also, but above all, the professional you choose should be someone who you are comfortable working with and them with you.
WHY CHOOSE UNIFIRST FINANCIAL?
Unifirst Financial was established in 2006 by Patrick Anderson, a proven tax advisor with a passion for helping people.
Patrick started his mission, advocating for financial literacy to raise awareness with a goal to promote personal economic health. Patrick's approach and philosophy are focused on delivering the 3 R’s — Results, Relief, and Relationship to all of our clients.
Results — We will work with you on a personal level to determine the best solutions for your unique and specific needs, leveraging our seasoned expertise to achieve the best possible results.
Relief — Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Relationship — Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve. We are your trusted partner in success.
WE DELIVER.
Keeping Patrick's philosophy and mindset, we deliver a comprehensive financial and tax solution to affluent families, business owners, entrepreneurs, and professionals intending to significantly reduce their taxes, build income for life that provides a tax-free wealth transfer to their beneficiaries.
Based on the highest ethical practices and delivering the 3 R’s, we intend to continually educate the public with proven strategies to develop personal wealth, financial wellness, and personal economic stability.
PROVEN FINANCIAL STRATEGIES.
Well versed with many proven strategies such as Nelson Nash’s “Infinite Banking Concept” and David Mcknight's ideation of achieving “The Power of Zero” we aim to help the public make informed decisions about their financial plan.
Our personalized approach tackles most if not all the challenges present today, including the risks of a volatile market and anxiety about tomorrow’s uncertainty. Our advisors will provide you with a superior stratagem allowing you to protect your family, improve your approach to saving while allowing you to develop a tax-advantaged retirement that you and your family deserve.
OUR COMMITMENT.
We are your trusted partner, our success is dependent on you achieving your goals. We rely on the 3 R’s as a foundation to nurture and strengthen our relationship, allowing us to provide you with the best solution. Furthermore, we are committed to guiding you through this journey so that you can have a clear vision of your financial future.
The question is, are you ready?
To learn more about our services and take advantage of our expertise, schedule your free consultation today, let us know how we can serve you.
