Patrick Anderson

President & COO

Unifirst Financial & Tax Consultants
Herndon, Virginia, USA

Corporation - Privately-Held

Professional Summary

REDUCE YOUR TAXES BY 50% ALMOST 100% OF THE TIME
Unifirst Financial & Tax Consultants is a specialized tax mitigation and retirement solutions firm. We deliver a comprehensive financial and tax solutions for wealthy families and high net-worth business owners to significantly reduce taxes and build income for life and beyond.

With several years of rich financial, legal and tax heritage, our expertise in designing and managing customized plans has resulted in millions of savings for clients. Our own unique defined benefit plan, DOL-compliant and approved by the IRS, has helped business owners write off several hundreds of thousands of dollars year after year. We are 100% confident in our process – no fees are paid until savings are identified.

We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. We work with our client’s CPA’s and other financial and legal experts to provide a customized hybrid wealth building blueprint that significantly reduces taxes and builds savings to supplement future income and retirement.

We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth while adhering to the highest standards of ethics and integrity. Over 1,000 clients in the last 17 years has saved hundreds of millions in benefits.

We continue to strive to make a significant impact on people’s lives by helping them achieve a more secure financial future.

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Languages

  • English
  • Filipino

Industry Experience

    • Financial Consultant

Interests/Hobbies

  • Reading
  • Volunteer
  • Boating

Social Media

Experience

Unifirst Financial & Tax Consultants
Herndon, Virginia, USA 20171
President & COO
Corporation - Privately-Held
2006 - Present
Our expert planning team all work in the financial industry, but each professional is equipped to do a different job. You shouldn’t expect an accountant to help you with financial planning, or ask an insurance agent professional for legal advice.

Unifirst Financial & Tax Advisors always have the best people working in concert to complete your tax plan. Our professional support team designs and manages our custom tax plans. They are experts in plan design and administration, and they provide our clients with one of the best tax planning experiences on the market.

Our strategies are unlike those offered elsewhere in the financial industry for a few key reasons. Our Tax Reduction & Financial Management Team includes, among others:

• Qualified Pension Administrator (QPA)
• Chartered Retirement Plans Specialist (CRPS)
• Employee Retirement Plan Agent (ERPA)
• Certified Financial Planners (CFP)
• Certified Public Accountants (CPA)
• Chartered Financial Consultants (ChFC)
• Chartered Life Underwriters (CLU)
• Third-Party Administrators (TPA)
• Tax/ERISA Attorneys
• Actuaries


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