Unique Financial Advisors provides Customized Financial Planning, Investment Management and Tax Planning services for Busy Professionals.
How can we help?
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.
Provide 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.
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How are we paid?
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 require no asset or income minimums!
From Our Blog
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.
Cost isn’t the only issue when it comes to taking on debt. You must pay attention to these three equally important factors.
Saving for retirement does not lock up your money; in some cases, you can withdraw it early and avoid a 10% charge.
Highly appreciated company stock in your retirement account opens the door for a financial planning strategy that could potentially save you thousands of dollars.
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.