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Our Mission
To educate the public, raise awareness, and act as advocates for financial wellness, we use proven strategies to help affluent American families, small businesses owners, and entrepreneurs solidify and secure their family and economic future.
We are a small, independent financial services firm focused on delivering our clients the highest possible quality service and personalized approach to personal finance.
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Do you have a clear vision of your financial plan? When you are ready to learn more about our services and what we can do to help you and your loved ones, we encourage you to contact us immediately. Let us know how we can serve you today.
The Process
We all have different life experiences, commitments, and goals. Enable to successfully achieve those goals, we need a sound and solid financial plan to effectively navigate through life's difficult challenges. Executing an effective and efficient strategy is essential to achieving financial freedom.
Because of our different obligations, financial planning does not fit under a “one size fits all plan.” Our firm's process begins with appropriately assessing your budget, cash flow, and financial needs. Based on your specific situation, we will walk you through every possible scenario, and together we will make the right decision.
Our Commitment
Our business is built on trust and providing excellent service. Our agents and associates have a low-pressure approach to sales, instead we focus on delivering the 3 R's — Results, Relief, and Relationships.
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.
Our Values
Management
Solid Strategies
Vincent Anthony Abu
Unifirst Financial Advisor
New York City Metro Area
Patrick D. Anderson
Unifirst Financial CEO
Herndon, VA
James Dullas
Taxes Etc. Inc CEO
Santa Clarita, CA
Varian Abu
Unifirst Financial Advisor
New Jersey Metro Area
Our Services
Life Insurance
There are many factors we need to consider when it comes to planning for life's challenges.
At every corner and milestone of our lives we need to continually reassess our overall financial plan.
If you are married, have dependents, having a baby, or simply thinking of retirement, you need to have a solid plan in place. A life insurance policy can provide your family with the financial security they require now and in the future.
Savings & Retirement
A retirement plan is critical in these uncertain times. If you are looking to develop a retirement plan, our team of experts can help you.
Our focus is to help you make the right decisions that is appropriate for your current financial situation and future goals.
Having enough money in retirement is one of the biggest concerns we all have, do you have guaranteed income for life? Is your retirement plan tax efficient? Do you have a clear vision of your financial future?
Bookkeeping & Tax
Aside from financial planning our firm also offers a wide range of accounting services to small business owners and entrepreneurs.
From bookkeeping, to tax preparation, and management of group benefits, we can help start-ups and seasoned business owners alike. so that you can focus on doing what you do best and run your business.
Our dedicated associates are here to help you with your needs. Follow the link to learn more about our services.
DO YOU HAVE A CLEAR VISION
OF YOUR FINANCIAL FUTURE?
We're here to make sure you understand your options. Book a strategy session with our advisors to discuss your goals and future needs. Remember, the future belongs to those who prepare for it today. Start planning with Unifirst Financial & Tax Consultants.
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