Who we serve

Busy Professionals

 

As a busy professional you have the challenge of balancing work and family. We can help you get organized and prepared for your future.

Our Services

We are a one-stop source for all your financial needs. We provide financial Planning, investment management, and tax services.

Comprehensive Financial Planning

College Savings Analysis, Employee Benefits review,  Retirement Planning, Financial Goals, Investment Analysis, Estate Planning,  Insurance Review, Debt Management

Investment Management

Investment Analysis, 401(K) Reviews, Asset Allocation, Tax Efficiency, Portfolio Rebalancing, Consolidate Accounts, Set Goals & Priorities, Develop IPS

Tax Related Services

Identify Tax Saving and Deferring Opportunities, Future Tax Projections, Recommend Tax Planning Strategies,  Tax Preparation, Help with Tax Issue Resolutions

Here is how our process works

Fee-Only Pricing

We are fee-only, which means we have no conflicts of interest. We refuse commissions, referral fees or any other sort of kickbacks. Our only interest is You! This means that you as the client will always come first and that we will have no incentives beyond providing you with the best possible service.

Ready to take the next step?

Our initial consultation is always FREE. I am confident the meeting will give you an opportunity to learn more about what I offer, and how you could benefit from my services.

Get In Touch

3 + 4 =

999 Palmer Avenue, Ste 5
Holmdel, NJ 07733

+1 732 615 0380
info@unique.financial

Fee-Only Financial Advisor