UniFirst Financial & Tax Advisors assist business owners and affluent families in building a custom cash balance plan for retirement. We are a team of experts from across the board to offer the most comprehensive and holistic approach to cutting taxes. Our professional 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) • Tax/ERISA attorneys • Actuaries • Third-Party Administrators (TPA) With an independent group of highly advanced planning professionals and the use of a cash balance plan, our group of advisors collaboratively develop forward-thinking strategies and work closely with your planners and CPAs to help business owners like you with additional top-line-deductions for a secure lifestyle that will last well beyond your lifetime. Our tax 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 Advisors has assembled a team with the top professionals in these fields, so we always have the best people working in concert to complete your tax plan. There is never a charge for the tax assessment. Our professional support team is the most important part of our operation. This is the team that 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. We thoroughly understand the IRS rules governing every strategy and plan that we handle. We work with these unique defined benefit plan, approved by the IRS and compliant with the DOL.