Advanced Tax Planning You Won't Find On Main Street
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.