Tax-Efficient Financial Strategies for Jericho's High-Achieving Professionals
Jericho's professionals earn well, invest intentionally, and expect their financial advisor to deliver the same precision they bring to their own careers. We build tax-efficient strategies for households where every basis point matters.
12 minutes from our Lake Success office
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.
Precision Financial Planning for Jericho Professionals
Between a top-tier school district, proximity to the Hicksville LIRR hub, and a growing tech professional community, Jericho attracts high earners who need equally high-caliber financial advice.
Tax-Efficient Investing for High-Bracket Professionals
Jericho households frequently face combined federal and state tax rates above 40%. We build portfolios that prioritize asset location, tax-efficient fund selection, and strategic rebalancing to minimize the tax drag that silently erodes high-income portfolios.
Backdoor Roth Strategies
If your income exceeds Roth IRA limits (as it does for most Jericho professionals), backdoor and mega-backdoor Roth strategies can still get tax-free growth into your retirement plan. We handle the execution and ensure compliance with pro-rata rules.
Equity Compensation Planning: RSUs and ISOs
Jericho's growing tech and corporate professional community increasingly receives compensation in RSUs, ISOs, and stock options. We build vesting-aware tax strategies that coordinate exercise timing, diversification, and 83(b) elections.
Long-Term Care Insurance Planning
For Jericho professionals in their 40s and 50s, long-term care represents a significant financial risk. We evaluate traditional and hybrid LTC policies, model self-insurance scenarios, and recommend coverage that protects your retirement assets without overpaying for premiums.
Fee-Only, Fiduciary Always
Jericho professionals scrutinize value in every engagement. Our fee-only structure means transparent pricing, no hidden costs, and a fiduciary obligation that aligns our incentives with your financial outcomes.
Why Jericho Professionals Choose UFPG
Jericho sits at a geographic and economic crossroads, close enough to the Hicksville LIRR hub for easy Manhattan commutes, close enough to the Long Island Expressway for corporate campuses, and home to one of New York's best school districts. The community attracts analytically minded professionals who earn substantial incomes and expect their financial planning to be equally rigorous. Many are in technology, medicine, or finance, often with complex compensation structures that include restricted stock, incentive options, and deferred compensation. Tax efficiency isn't an afterthought here; it's the primary lens through which financial decisions should be evaluated. Our Lake Success office is just twelve minutes from Jericho, and we specialize in the kind of detail-oriented, tax-first planning this community demands.
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.