Our Services

What we Do Best

 

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

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 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.

Primary Services

Financial Planning

Comprehensive analysis in the following areas of analysis: net worth, cash flow, insurance, employee benefit, retirement planning, insurance, investments, college planning and estate planning.

Portfolio Management

Based on a customized Investment Policy Statement (a.k.a. IPS) developed for you, assets are allocated in a globally diversified target portfolio. Portfolios are monitored on a regular basis and rebalanced periodically.

Tax Preparation & Planning

Identifying Tax saving opportunities, Projecting future Taxes are integral part of our Financial Planning process. In addition, as an  Enrolled Agent (EA)I offer my clients tax preparations services as well. 

Specialties

We specialize in all aspects of Financial Planning – Retirement Planning, Tax Planning, Investment Analysis, Estate Planning, College Planning and Insurance review .

Retirement Planning

If you are near retirement or already retired, advice is given on appropriate distribution strategies to achieve retirement income goals.

Tax Planning

Advice is provided to minimize current and future income taxes​ as a part of your overall financial planning picture.

Investment Analysis

We will develop an asset allocation strategy to meet your​ financial goals and risk tolerance, providing advice on investment vehicles and strategies.

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College Funding

We help you project the amount that will be needed to achieve college or other post-secondary education funding goals, along with advice on ways for you to save the desired amount.

Pricing

Transaparent Pricing Models for Every Need

Get In Touch

10 + 10 =

999 Palmer Avenue, Ste 5
Holmdel, NJ 07733

+1 732 615 0380
info@unique.financial

Fee-Only Financial Advisor