PATRICK ANDERSON, President of UNIFIRST FINANCIAL, has more than twelve years of strategic experience in the financial, insurance and tax industry. As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning serving the needs of American Families. A Registered Tax Professional with the IRS, he pursued licensure in the Financial & Insurance field. Many of his clients belong to the Asian-American Communities where he came from. He made it his advocacy to be a financial educator to them as well as the general public. This led him to establish the COFFEE Group, a non-profit organization, which stands for Creating Opportunities For Financial Education Empowerment. He carries a Bachelor’s degree in General Education & Military Science from Asia’s premier defense institute and Certificate of Graduation in US Taxation. He has earned his designation as Certified Financial Education Professional as well as Certified College Plan Advisor. Annually, he gains Continuing Professional Education credits from various financial institutions to keep his clients updated on their taxes. Serving the affluent families and high-net-worth business owners, he partnered with Cash Balance Advisors (CBA). CBA is an elite team of professional experts composed of CPAs, Tax & ERISA Attorneys, Certified Financial Planners, Qualified Pension Administrators, Chartered Financial Consultants & Life Underwriters, Actuaries & Third-Party Administrators. Together, they provide an excellent way of reducing taxes, building a retirement income for life and creating a legacy for the next generations.
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You can earn stock market gains without the stock market losses. Your account can never experience a loss no matter how much the stock market plummets.
This strategy will provide tax-free income during your retirement years. Unlike "qualified" plans it will not be subject to a tax hike.
If set up properly, this strategy will provide income you can rely on year after year no matter how long you live.
It wasn’t until after I sold my business interest that I discovered the exposure of my retirement assets to risk, fees and taxes could be avoided, while enjoying competitive annual returns. These indexed products have provided me a manageable, sound strategy for my retirement assets and peace of mind that didn’t exist before
Your agent came to my husband, Jeff, and me some months ago to discuss our current retirement plan. Even though he is also our pastor, I have to admit that I was more than a little skeptical. However, after attending a "My New Retirement" seminar and then listening to the strategies he laid forward, we were eager and willing to transfer all of our previous investments to those he recommended.
Lori and I met with your agents to learn more about the your strategy. After listening to what they had to say and reviewing our personal illustrations, we immediately knew the your strategy was what we needed; an account that will grow risk free, tax-free and remain liquid throughout our retirement years.
Recently retired we decided we needed to redirect our current 401K account investments. However we had no idea where to start. I spoke with a close friend that immediately recommended us to one of your agents. We now have a very diversified and secure financial plan for our future, along with a strong awareness of how they work together.