Vid Ponnapalli is a Fee-Only financial planner, and owner of Unique Financial Advisors located in Holmdel, NJ with satellite offices in Iselin, NJ, Princeton, NJ, and New York City. Vid provides customized financial planning, investment management, and tax services for busy professionals.
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. We will develop a written statement of your long-term investment objectives and provide a framework to handle your investments.
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. We will develop a written statement of your long-term investment objectives and provide a framework to handle your investments.
Services
About
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To help clients achieve financial wellness by providing Fee-Only Financial services with a relentless focus on Personal Attention and Trust. My name is Vid Ponnapalli. I am the owner of Unique Financial Advisors & Tax Consultants. I provide customized Financial coaching, Investment Management, and Tax services for Busy, Mid-career Professionals.
Busy Professionals
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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.
Financial Planning
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An ongoing planning service that takes a 360-degree view of all aspects of your financial situation. Our process and personalized service help you navigate through life's financial decisions. Comprehensive financial planning is not a one-time activity. Nor it is about delivering you a stack of documents to go through.
Investment Management
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Our investment philosophy is to manage your money in low-cost, tax-efficient, globally diversified portfolios for the longer-term. Based on a well-defined criteria, we allocate and rebalance portfolios at the household level (as opposed to at individual account level). We will continuously monitor your portfolio and rebalance as needed.
Tax Preparation & Planning
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We offer tax services as a convenience to our advisory clients - to become a one-stop source for their financial service needs. We are a one-stop shop for all your tax related needs. While tax planning is integral part of our financial planning subscription, tax preparation is a seperate service.
As part of our planning process, we will Identify tax saving opportunities in your current situation, project your future income taxes, and develop tax planning strategies.At the time of preparing your taxes, we will leverage these strategies to maximze your deductions. Taxes on time is peace of mind!
As part of our planning process, we will Identify tax saving opportunities in your current situation, project your future income taxes, and develop tax planning strategies.At the time of preparing your taxes, we will leverage these strategies to maximze your deductions. Taxes on time is peace of mind!
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