DON’T SETTLE FOR LESS
Choose a Fiduciary Financial Advisor who has no conflicts of interest
Unique Financial Advisors is a proud Fiduciary Financial Planning firm located in Holmdel, New Jersey serving clients locally, and across the country. We provide customized Financial coaching, Investment Management, and Tax services for Busy Professionals.
From Our Founder, Vid
My Quest for Unbiased Advice led me Here
Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement.
We are a one-stop source for all your Financial needs. We provide Financial Planning, Investment Management, and Tax Preparation Services.
Retirement Planning, Insurance Review, Collge Savings Analysis, Estate Planning, Financial Goals, Investment Analysis
Investment Analysis, Set Goals & priorities, Asset Allocation, Portfolio Rebalancing, Consolidate Accounts
Identify Tax Saving Opportunities, Future Tax Projections, Tax Planning strategies, Tax Preparation, Help with Tax issue resolutions
WHAT WE DO FOR YOU
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.
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.
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.
1-Minute Financial Assessment
In this short exercise, answer questions about yourself and your future objectives. We will analyze your Input and provide you Instant Feedback on your current situation.
The Latest from Vid’s Blog
End of the year is the best time to reflect on how you have been managing your finances, and perhaps begin the New Year with a commitment to improve. If you agree, here are seven ways to get you on a firm financial footing. Let’s discuss.
While the future of Social Security may be uncertain, it is essential to understand the facts about Social Security. Let’s explore the seven biggest myths circulating today about Social Security to set the record straight.
Estate planning is an intimate subject. At a minimum, basic estate documents such as wills, financial power of attorney, medical power of attorney should make it to everyone’s must-have list.
Which is more important – Retirement or College Savings? As you debate the question, you’ll be flooded with a lot of emotion. Let’s examine both sides.
Assuming a $1 million Retirement nest egg and the 4% withdrawal rule, is $100,000 Retirement income annually really doable? Let’s do the Math.
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.
Get In Touch
999 Palmer Avenue, Ste 5
Holmdel, NJ 07733
+1 732 615 0380