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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.
Our experienced Certified Public Accountants (CPA) and Certified Financial Planners (CFP®) help clients focus on a broad range of inter-related needs and goals. We'll assist clients on making decisions regarding retirement, taxes, estate planning, insurance, education planning and investments.
Once we determine your goals and objectives we can develop multiple investment strategies that can provide income and capital appreciation during retirement. 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.
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.