Whether you are interested in having United FPG manage you investments, doing a financial plan, or are interested in our tax advisory services, we typically start with a quick introductory phone call. To schedule an intro call please click here.
What locations do you service?
While United Financial Planning group has physical locations in Long Island and Manhattan, we provide our services nationwide.
What Services do you offer?
United Financial Planning Group provides Wealth Management, Financial Planning and Tax Advisory Services for individuals and businesses. Click here to see our complete list of services.
Are you a fiduciary?
Yes, we are a fiduciary firm. This means we have a legal and ethical obligation to act in your best interests at all times, putting your financial well-being above our own. We are committed to providing you with unbiased advice and recommendations that are tailored to your specific financial situation and goals.
Do you earn commissions on investments you recommend?
No, we never earn commissions. As a fee-only financial planning and investment advisory firm, our compensation comes solely from the fees we charge our clients for our services. This structure eliminates any potential conflicts of interest associated with commission-based models and ensures that our recommendations are always based on your best interests, not on any financial incentives for us.
Will I have a dedicated advisor?
Yes, you will have a dedicated advisor. At United FPG, we believe in the power of a personalized, one-on-one relationship between each client and their advisor. We understand that your financial journey is unique, which is why we ensure that every client partners with a dedicated advisor, committed to understanding and achieving your specific financial goals.
What is Financial Planning?
Financial planning is a proactive and personalized process that helps you make informed decisions about your money and achieve your financial goals. It’s like having a roadmap for your financial future, guiding you through life’s milestones and unexpected events. Read more about our Financial Planning services here.
What is Wealth Management?
Wealth management is a comprehensive financial service that goes beyond traditional investment management. It’s a holistic approach that takes into account all aspects of your financial life, including your investments, retirement planning, tax planning, estate planning, and more. Read more about our wealth management services here.
Where are you located?
United Financial Planning Group has 2 offices in Long Island, located in Hauppauge and Lake Success. We also have one location in Manhattan, New York. You can find their addresses here.
Are you an independent firm?
United Financial Planning Group is indeed an independent financial planning and investment management firm. While we utilize Charles Schwab as a custodian for our clients’ investment assets, this does not compromise our independence in any way.
Can you help me plan for retirement?
Planning for retirement is a crucial step in securing your financial future. At United Financial Planning Group, we offer comprehensive retirement planning services to help you achieve your retirement goals.
