15 Investment Mistakes to Avoid: A Comprehensive Guide for Investors
We’ve helped hundreds of clients reach their goals through:
- Investment Management custom tailored to their unique situation
- Private client relationship: dedicated CERTIFIED FINANCIAL PLANNER, no sales people
- Comprehensive financial planning resources like Social Security, Medicare, tax advisory, retirement analysis and more.
- Fee-Only / Fiduciary philosophy: our duty is to put clients’ interests first, we never earn commissions or sell you products. Our simple transparent fee means that we only do better when you do.
Why choose us
constant innovation
Fiduciary
As fiduciaries, our responsibility is to you and you alone, ensuring that every piece of advice and every strategic decision is made with your best interests at heart, free from any conflicts of interest. We are not swayed by commissions or sales incentives. Instead, we measure our success by the quality of life our clients’ experience throughout retirement. We achieve this by always putting the client’s needs and goals first.
Independent
Our independent status empowers us to prioritize your needs without corporate constraints, delivering tailored strategies that align with your individual financial goals and aspirations. Experience the difference that dedicated, client-focused care can make in your financial journey.
Expertise
Our decades of experience and commitment to the industry has led us to obtain several important industry designations. These include CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Enrolled Agent (EA).
30+
Years Of Experience
About United FPG
A different finance & investment company dedicated to your needs
United Financial Planning Group embodies a philosophy that financial guidance should be as transparent as it is insightful. We stand as a bastion of impartial advice in an industry too often swayed by commission-based recommendations. Our fee-only structure cements our commitment to place our clients’ interests at the forefront of everything we do.
The title “financial planner” is not a protected term, but the trust you place in one should be sacred. In a field peppered with agents and brokers driven by commission, our firm rises above with an unwavering pledge to fiduciary duty. We believe expertise should extend beyond the realm of sales; our proficiency is grounded in years of dedicated financial study and client advocacy.
Retirement isn’t just a chapter in your life; it’s the culmination of a lifetime’s journey. It deserves more than just passing attention; it warrants comprehensive, expert-led planning. With decades of collective experience and a staunch dedication to our clients’ well-being, United Financial Planning Group isn’t just a participant in your financial planning process; we are your devoted guides, committed to illuminating the path to your financial future.
Investment/Wealth Management – Crafting portfolios that resonate with our clients’ ambitions and risk appetites.
General Planning – Offering strategic guidance to navigate life’s financial complexities.
Scenario Planning – Preparing for the ‘what ifs,’ ensuring readiness for future financial landscapes..
Retirement Services – Mapping out journeys towards fulfilling and financially secure retirements.
Employer Services – Tailoring benefits to meet the needs of businesses and their employees.
Tax Advisory and Preparation – Integrating tax efficiency into every financial strategy.