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Comprehensive Planning Is at the Heart of Financial Success

Welcome to United Financial Planning Group

We are a Fee-Only, Fiduciary Firm dedicated to providing sound, impartial financial advice. Our tight-knit team of CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s work together to turn your retirement goals into a retirement plan.

Where are you on the road to retirement?

Piggy bank detailing saving for retirement

Just Getting Started

Maybe retirement planning has not been at the forefront of your mind, and that’s okay. You are just starting to think about balancing and investing your retirement savings with current family expenses.

Trophy representing the finish line of retirement Nearing the Finish Line

You are getting closer and closer to retirement, which means it is time to fine-tune your goals. Honing in on your retirement strategy now can help reduce your risk of running out of money later.

Palm tree symbolizing enjoying retirement comfortably, thanks to sound Financial PlanningEnjoying the Golden Years.

You have spent decades accumulating wealth in preparation for retirement. The time is finally here, let’s put a retirement distribution plan in place to protect the assets you have worked so hard to obtain.

Here's How We Can Help

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