Based in Hauppauge, NY, United Financial Planning Group LLC is a trusted name in financial and retirement planning services for individuals, families, retirees, business owners, executives, and independent professionals. We work collaboratively with clients to devise customized strategies based on each individual's unique financial situation, risk tolerance level, and objective.
Individual Financial and Tax Planning
Enjoy the comfort and assurance only attainable from certified professionals who understand financial management, along with the legal and tax ramifications of each decision. Our fee-only policy means counsel is delivered in an independent and unbiased manner consistent with your best interest.
Our experienced certified public accountants (CPA) and certified financial planners (CFP) help clients understand the ideal time for retirement. We also ensure retirees don't outlive their assets and have enough money to maintain a comfortable lifestyle. We'll draft budgets to incorporate retirement plan distributions with ensuing tax ramifications.
United Financial Planning Group can help individuals explore long-term care insurance options and plan for any Medicare shortcomings. We further assist in developing estate and life insurance planning techniques to protect you, reduce taxes, and ensure assets are passed-on as you see fit.
Investments and Wealth Management
Once we determine your goals and objectives, we can develop multiple investment strategies that can provide income and capital appreciation during retirement. Our passive investment strategy is founded on a diversified asset allocation approach using your personal goals, risk tolerance, and contribution timeframe.
As independent and fee-only professionals, our compensation is derived solely from our client, and our clients pay no commissions, kickbacks, trailers, or hidden fees.
You always come first and are free from conflicts of interest that are common among other firms. We choose from only the best investment solutions and financial products on the market at some of the lowest rates attainable and never limited by proprietary investment or firm-specific products.
Business Accounting and Tax Planning
Our experienced accountants provide accounting, tax, and financial management services for the needs of our small business clients. As CPAs, we are trained to provide an independent third-party view of your business.
Our goal is to find ways to improve your business efficiency, lower costs, reduce taxes, and protect the business owner. As CPAs, we are required annually to maintain a high level of continuing education hours in order to understand tax law changes and comply with industry-specific guidelines.