Tax Preparation, Life Insurance and Retirement Planning

We recognize the complex nature of filing taxes, looking for life insurance policies, and understanding retirement benefits. Because each family is different, it is important that you select the right company to help you discover which plans and coverage can best fit you and your families’ circumstances. Unique Financial Services works to accommodate your specific needs and desires to find the perfect solution for your annual tax preparation, life insurance and retirement needs.

We provide you with a unique one-on-one virtual meeting to help you gain a better understanding of your circumstances and financial aspirations. You can schedule a consultation directly on our services page or call us at (866-808-6478) to discuss your needs; we’ll walk you through your options and help you find the perfect solution!