Unique Investment Advisors, a boutique investment firm based in Phoenix, AZ, is helping clients manage their assets and investments and get the peace of mind they deserve.
The services Unique Investment Advisors provides clients include financial planning, investment planning, insurance planning, retirement planning, business planning, and estate planning. The company’s team of knowledgeable professionals strives to empower individuals and businesses to achieve their financial goals and secure a brighter tomorrow.
Founder and CEO Angela Ashley shares her company’s success in the industry by saying, “To date, Unique Investment Advisors has catered to over 200 valued clients, presented at more than 50 financial events, and provided over 17 years of business consulting and over 12 years of financial consulting.”
Financial planning is the first crucial step towards achieving financial stability and one’s dreams. The investment firm provides clients with a roadmap to help individuals and families navigate their financial journey. This includes setting goals, creating a budget, managing debt, saving for the future, and making informed investment decisions.
“It starts with clarifying your short-term and long-term goals,” says Angela. “Do you want to buy a house, start a business, travel the world, or retire comfortably? By setting clear goals, you can prioritize your financial decisions and allocate resources accordingly. It provides focus and motivation, giving you a sense of purpose in your financial journey.”
Next, Unique Investment Advisors will help clients assess their current financial situation including income, expenses, assets, and liabilities. By creating a realistic budget and managing spending habits, clients can gain control over their finances and avoid unnecessary debt. By analyzing debt obligations, the company helps individuals come up with repayment strategies and minimize interest costs. The company reminds Americans of the negative effects of excessive debt by showcasing the US National Debt Clock on its website.
Saving is another fundamental aspect of financial planning. Whether clients are planning on saving for retirement, education, or unexpected expenses, a well-designed financial plan will ensure that a portion of the income is allocated towards savings and investments. Moreover, by harnessing the power of compounding, savings can grow over time, giving families a safety net and opportunities to achieve their dreams.
Risk management begins with strategies such as insurance planning (health, life, disability, etc.), emergency funds, estate planning, and more. It is crucial to have adequate risk management to safeguard one’s financial security and live with peace of mind. Unique Investment Advisors also helps clients make informed investment planning decisions aligned with their goals, risk tolerance, and time horizon.
Angela says, “As a fiduciary, we are dedicated to your well-being. We put your needs first, crafting investment and risk management strategies that help you reach your goals and unlock the full potential of a stress-free life. Give us a call today to discuss how we can help you find your true purpose for money.”
The company also offers six essential small business planning strategies to its customers including Keyman Insurance, Defined Benefit Plans, Split Dollar Plans, Employee Retention, Tri-Zen Plans, and Executive Bonus Plans. These innovative strategies help business owners and executives protect their enterprises, retain top talent, and reward key personnel.
Unique Investment Advisors has earned the respect and admiration of the clients it serves all over the Phoenix metro area. On its Google Business Profile, where it has a perfect 5.0 out of 5.0 rating, customers praise Angela and her team for offering pertinent advice that helped them reach their goals and helpful and responsive customer service.
One review says, “Angela is amazing. She is very knowledgeable and takes the time to educate us on investments that work for us. We wouldn’t trust any other financial advisor.” Another client writes, “Angela as a financial advisor is excellent in helping us invest our money to meet our goals, needs, and plans for the future. She is the best.”
Readers can contact Unique Investment Advisors at (480) 805-0970 or info@uniqueinvestmentadvisors.com to get started with the company’s range of financial planning services.
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For more information about Unique Investment Advisors, contact the company here:
Unique Investment Advisors
Robert Valentine
714-655-6461
Rvalentine71@yahoo.com
9633 S 48th St, #130, Phoenix, AZ 85044
