Comprehensive Financial Planning for Commack: Retirement, Tax Strategy, and Wealth Preservation
United Financial Planning Group is right next door to Commack, bringing retirement planning, estate strategies, and integrated tax services from our Hauppauge office just 5 minutes away.
CFP® professionals, CPAs, and Enrolled Agents serving Commack families.
What Changes When Everything Works Together
Most advisory firms do one thing well and outsource the rest. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning reinforce each other, because the same team handles all three.
CFP® professionals, CPAs, and Enrolled Agents work side by side, not across town. Hover over a service to see how it connects to your complete financial picture.
Why Commack Families Choose United
Commack's established homeowners, retiring professionals, and business owners along the Jericho Turnpike corridor need sophisticated planning that goes beyond the basics. Our Hauppauge office is practically next door.
Retirement income and distribution strategies
For Commack residents approaching or in retirement, we build withdrawal strategies that sequence IRA, 401(k), Roth, and Social Security income to minimize your lifetime tax burden and extend your portfolio's longevity.
Estate planning for established homeowners
With Commack home values between $600K and $850K plus investment portfolios, many families here have estate planning needs that exceed basic wills. We coordinate trust strategies, beneficiary designations, and gifting plans with your estate attorney.
Business owner tax and retirement planning
Commack's Jericho Turnpike corridor supports a thriving business community. We help owners maximize retirement contributions through SEP-IRAs, solo 401(k)s, and defined benefit plans, while coordinating business and personal tax strategy.
Property tax planning
Suffolk County property taxes are a significant expense. We help you factor property tax grievance results, STAR exemptions, and the SALT cap into your overall tax and retirement planning.
Fee-only, always
We don't earn commissions or sell products. Every recommendation is legally required to be in your best interest.
Your Neighbor on Motor Parkway
Being 5 minutes from Commack means our relationship doesn't feel distant or transactional. Many of our Commack clients pop into the office for a quick check-in, drop off tax documents in person, or stop by on their way home from work. That accessibility, combined with our integrated team of CFP® professionals, CPAs, and Enrolled Agents, is what makes the relationship work.
A one stop shop for your
entire financial life
Financial Planning
A comprehensive roadmap for your financial future, built around your actual life and informed by deep tax expertise most planners simply don't have.
Learn moreHypothetical illustration only. Not actual client results. Past performance does not guarantee future results. Investing involves risk, including possible loss of principal.
Investment Management
Tax-aware portfolio management that considers how every trade, every rebalance, and every distribution flows through to your tax return.
Learn moreHypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on circumstances.
Tax Planning & Preparation
Proactive, year-round strategies to reduce your lifetime tax burden, prepared by CPAs and Enrolled Agents who already know your financial story.
Learn moreBuilt for Financial Lives That Don't Fit in a Template
Retirement Readiness
Retirement income gap analysis
Roth conversion strategy
Health insurance bridge modeled
Hypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on personal circumstances.
Fee-Only. Fiduciary. No Exceptions.
We don't earn commissions. We don't sell products. As a fee-only registered investment advisor, every recommendation we make is legally required to be in your best interest.
Years of experience
Under management
States served nationwide
What Our Clients Say
Also Serving Nearby Communities
Our team works with families and professionals across Long Island. Explore how we serve communities near you.
Ready to Stop Coordinating Between Advisors?
Schedule a no-pressure conversation. We'll listen to what's going on in your financial life and help you decide if working together makes sense.