Protect What Matters Most
Protect What Matters Most
As we begin 2025 together, we want to take this moment to wish you and your loved ones the very best for the year ahead. We're deeply grateful that we’ve all made it to this new chapter.
THE YEAR OF ACTION!!!!
As we set our goals and aspirations for the year, we want to emphasize the importance of protecting ourselves and our families. Protection comes in many forms—whether it’s debt consolidation, or ensuring you’re taking full advantage of tax exemptions, securing life insurance, or building a savings plan for your family’s future.
No matter where you are on your journey, we’re here to help every step of the way. Let’s discuss how we can work together to achieve your goals for 2025 and beyond.
The Ultimate Gift: Family & Financial Freedom
Imagine setting up treasures that are timeless, secure, and meaningful. We want to guide you in creating a plan that prepares you for all seasons of life.
Whether it’s:
Building Savings for future goals
Life Insurance to protect your loved ones
Estate Planning to secure your legacy
Tax Planning Strategies to maximize your wealth,
You think it... we can do it…
We have the tools and expertise to help you succeed. Let’s make 2024 the year you invest in peace of mind and prosperity.
Contact me today to schedule a consultation and begin your journey toward financial freedom and security.
Marjorie Dejour Morales
CEO/Founder
WEALTH CREATION & PROTECTION
In today's fast-paced world, achieving excellence in your career, personal life, and financial well-being is essential. The earlier you take steps to shape the future you envision for yourself and your loved ones, the more rewarding the journey will be. At Unifen, we offer seven innovative ways to grow or safeguard your income. Additionally, you can explore opportunities to invest not only in valuable assets but also in your personal growth. Relearn how money works and discover how a few hundred or a few thousand dollars can make a meaningful difference—start today!
TRY OUR NEW AI EXPERIENCE TO LEARN MORE FINANCIAL CONCEPTS.
Financial
Empowerment
Select your introductory session in the form of workshops to learn ways to grow your income, protect your finances, and invest wisely.
Already know what you're looking for? Use the button below to schedule a free consultation and get the support you need."
Let's begin your journey today!
Financial Education for All Ages
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 through proper money management, understanding how money and credit work, and the need for proper debt management.
Real Estate & Financing Programs
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.
Generational Wealth Building
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.
Tax Planning Strategies
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.
Retirement Planning
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.
Legacy Planning
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.
Entrepreneurship and Mentoring Opportunities
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United Financial Empowerment Network (Unifen)
90-02 Queens Blvd, Suite 2D-1, Elmhurst, NY 11373
[email protected] | +1 516 347 7373 © 2025
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