In a world that demands excellence at work, at home, and with finances, the sooner you secure the future you want for yourself and for those you love, the better. Fortunately, at Unifen, you can choose from seven ways to generate income or protect it. You can also invest in assets as well as in yourself.

Find out today what you can do with a few hundred or a few thousand dollars.

Book your Free Consultation

Financial Services

Select your introductory session in the form of workshops to learn more about your options for generating income, protecting it, and investing. You may book a free consultation (see the button above) to request financial services directly, if you already know what you want.

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Financial Education for All Ages
Financial Education for All Ages
$0.00

This is for students, graduates, couples, and business owners who want to own a home, invest in real estate, plan for future needs and expenses by budgeting with cash flow, understand how money and credit work, or learn how to raise credit scores.

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Real Estate & Financing Programs
$0.00

To start your homeownership journey or diversify your real estate investment portfolio, you’ve come to the right place. To consider your options and qualify for the specific vision you want to materialize, attend this workshop so we can evaluate your current standing together.

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Generational Wealth Building
$0.00

Secure your family’s well-being for the long term. What an invaluable gift to bestow on loved ones whether you’re starting out or improving current solutions with the indirect benefit of better health conditions without money worries.

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Tax Planning Strategies
$0.00

The best path forward exists for your organization and for your personal finances. With your finance professional, you can allocate your yearly revenues and expenses in advance, even take precautions regarding a number of unexpected life events, depending on your situation. Efficiently, plan how you pay taxes.

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Retirement Planning
Retirement Planning
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The best moment to plan for your retirement is as early as possible, which timeframe may mean something totally different for one person or another. Anyway, today’s the day that you’re going to make the most of the time that you have and the assets that are available to you to look after yourself in your retirement.

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Legacy Planning
Legacy Planning
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Create a plan to ensure that your assets and values are passed on to your loved ones in a way that aligns with your wishes. This involves taking steps to protect your assets, minimize taxes, and establish a clear distribution plan to leave a lasting impact as your legacy cares for your family and community.

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Find out today what you can do with a few hundred or a few thousand dollars.

Book your Free Consultation