Our Team Based Approach to working with Successful Business Owners, Professionals, Entrepreneurs and Retirees give us and them a wider focus, and brings your financial life together. Landersman, CFP President of Unifi Advisors LLC has more than 3 decades of financial services experience. He received his Certified Financial Planner designation in 1993; Utilizing this expertise to start a different
type of financial planning firm. We look at client’s Unified financial condition, not just their insurance and investments like most financial service providers. We provide financial planning that includes not just your goals, but many more topics that impact your daily life and the risks often overlooked. We bring together financial services, debt, credit and identity theft monitoring, as well as cybersecurity advice. We believe your online “digital self” is as important to a financial plan as any other aspect and teach you how to protect it all. Your financial world has become increasingly complex. We seek to simplify and Unifi it for our clients
The concept is to provide direction for these life needs. We have found that most people are overwhelmed by the increasing number of choices in every area of their financial lives, caught up in the noise of advertising. Having to work with many companies for all these services. This can unintentionally leave some risks uncovered while paying too much for other benefits. We will create a Unified financial plan for you. The plan will cover today's needs, as well as your long term and retirement goals. We bring your financial life together.
