Unique Financial Advisors is a Fee-Only Financial Planning firm Located in Holmdel, New Jersey. We provide Customized Financial Planning, Investment Management and Tax Planning services for Busy Mid-Career Professionals.
We refuse commissions. We do not sell financial products. We are fee-only!
We have all the right skills, knowledge and experience to help you!
We are a one-stop source for all your Financial needs. We provide Financial Planning as well as Tax Preparation Services.
We are honest and trustworthy. We work hard to win your confidence!
Organize your Finances
We believe organizing finances is fundamental to financial success. Accordingly, We will help you to consolidate accounts, to develop net worth and cash flow statements, to set financial goals, to create a budget, and to track spending.
Plan your Financial Future
We will help create a roadmap for you to achieve your financial goals: whether it is to save for your first home, to save for your kids’ education, or for retirement. We will then help you to stay focused and execute according to the plan.
Manage your Investments
We will develop a written statement of your long-term investment objectives and provide a framework to handle your investments. Based on this framework, we will invest and manage your money in a low-cost, tax-efficient portfolio.
Receive dedicated service
Exceptional client service is at the forefront of our agenda. We will take the time to listen to you and answer all your questions. Our initial consultation is always FREE. We strive for ethical and trusted long-term relationships.
Are you On Target with your Financial Goals?
Welcome to the New Year, 2018! There is no better time than now to reflect on how you have been managing your finances, and perhaps begin the New Year with a commitment to do a deep-dive financial analysis. Do You agree? If you do, here are seven ways to get you on a...
The suspense is over - The most talked about Tax reform is finally signed into law by President Trump a few hours ago. Yes, that is right - the new Tax legislation is in for the year 2018 and beyond! Well, what does it mean to you personally? Did you lose some of your...
Ensuring a steady paycheck for your lifetime after you retire is not the same as it was for your parents. So much has changed requiring you to adapt to the new paradigm. Here is what you need to know.
You could save significant tax dollars if you recently funded your kids’ college education or your own. Here is what you need to know.
Buying a home can be a very emotional decision, but you have to focus on making a financially wise decision and be sure to do your due diligence.
Building an emergency fund may be your most important financial goal. Understand why you need it, how much you should save and where to invest the savings.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of UNIQUE FINANCIAL ADVISORS LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.