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?
If you’re saving for your child’s higher education and thinking about the 529 Plans, here are the answers for the 7 most frequently asked questions.
Very broadly speaking, every 10 years or so, work with Your Financial Advisor and Estate Attorney to ensure your Estate Documents are accurate and current. Let’s discuss:
Thinking of a Second Home? Maybe it’s a beachside bungalow, a mountain cabin or a lakefront cottage with a sweeping view of the sunlight on the water. All of them sound enticing, but fulfilling this dream requires attention to detail and a firm vision of your long-term goals.
Your financial advisor is a great source to sort through many of your major life decisions. All you need to do is a quick call, or an email letting you Advisor know before things happen: He or she can then help you think through your options so that you can continue on your path to success – on your terms.
Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, excitement, and even some boredom. Congratulations, Graduates! What are your next steps, financially?
Land a great new job? Awesome. Now is the perfect time to think about your 401(k) and retirement plan, whether you had one before or not. Saving for retirement is important at all ages, so don’t let this opportunity fall to the bottom of your list. Here are few tips...
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.
We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.
Categories of Information We May Collect
In the normal course of business, we may collect the following types of information:
- Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
- Data about your transactions with us (such as the types of investments you have made and your account status).
How We Use Your Information That We Collect
Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.