Unifirst Financial & Tax Advisors 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 over 100 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 substantial 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.