You will be greeted by a friendly voice. Our goal is to get an understanding of your current and future financial needs. We typically schedule a conference call with Gerry Barrasso, our president and founder, you can ask any questions about our services while allowing us to obtain some information about you. After the initial call, we both decide if an introductory meeting should follow. We will then schedule a consultation either in-office or by video conferencing.
We work with clients all over the country. We have offices in Hauppauge, Lake Success and NYC in addition to utilizing an online meeting and video conferencing to help facilitate meetings with out-of-state clients.
Yes. We can certainly render investment advice for clients who are looking for an experienced professional to help guide them through complex financial decisions. The best investment you will ever make is to select a trained and experienced financial professional who has a fiduciary responsibility to you. Before we can make investment selections we would need to obtain a thorough understanding of your current financial situation, future goals and risk tolerance.
No, we are fee-only planners so you are not required to hire us to manage your money. When we reach the investment planning portion of our financial plan we can provide you with additional information about wealth management if interested.
Our goal is to develop a lifelong relationship with clients while guiding, advising and educating along the way. Financial planning is an ongoing process that deals with constant change. Life events, tax law changes, economic changes, legal changes and regulatory changes all with an eye on increasing wealth. Gerry Barrasso is the lead team member and President of United Financial Planning and along with his staff will help guide you through your financial planning process. We design a personalized plan to help you achieve your financial goals. We are here to help advise you on how to best save, invest, grow your money and give you peace of mind.