Retirement Planning – Long Island, NYC, Nationwide
Are You Ready For Retirement?
Expert Retirement Advisors Long Island | NYC | Nationwide
Our comprehensive approach to retirement planning guarantees a financial strategy that is custom-fit to achieve your goals. We ensure that when it’s time to move from working life to retirement, you do so with assurance and tranquility, so you can thoroughly enjoy the golden years you have dreamt of.
Retirement Specialists
Protect Your Retirement
Crafting a Comprehensive Retirement StrategyOur team develops a personalized retirement plan that considers all aspects of your financial life. We ensure your retirement years are financially secure and emotionally fulfilling.
Aligning Your Investments with Your Retirement GoalsYour investment portfolio should be optimized for growth while managing risk. You need a strategy that aligns with your retirement timeline and goals, taking into account your risk tolerance and market conditions.
Minimizing Taxes, Maximizing Retirement Income Our CPA’s use tax-efficient strategies to minimize your tax burden and maximize your retirement income. By proactively managing taxes, we help ensure more of your money works for you.
What Our Clients Say About Us:
“My husband and I have been working with Gerry for about a year and a half. I only wish we would have engaged him sooner. He is a very nice man who truly cares about his clients. Gerry makes you feel comfortable and is always available to answer questions.
He is very kind, patient, smart, and knowledgeable. I feel relieved that our investments are now being managed by a true professional and confident that Gerry and his staff will continue to expertly manage our finances well into retirement.
Gerry is not only a CFP, but also a CPA, and prepares our tax returns. I highly recommend him.”
– Regina Pinzon
He is very kind, patient, smart, and knowledgeable. I feel relieved that our investments are now being managed by a true professional and confident that Gerry and his staff will continue to expertly manage our finances well into retirement.
Gerry is not only a CFP, but also a CPA, and prepares our tax returns. I highly recommend him.”
– Regina Pinzon
A friend introduced me to Gerry about 6 years ago while still working and I never looked back, the former advisor seemed more interested in pushing the bank’s products than our needs.
After that experience I felt it was important to go with an independent firm having CPA’s on staff to consider the tax implications of any financial decision. UFPG fit the bill, not only is Gerry a very friendly and knowledgeable person but he also takes care of tax payments and return preparation, one more thing I don’t have to worry about.
Gerry is always very responsive to emails and calls, taking a much time as necessary to explain our financial plan in terms I understand. He really has taken the stress out of my transition into retirement, consequently I highly recommend Gerry and his team.
-Simon S.
After that experience I felt it was important to go with an independent firm having CPA’s on staff to consider the tax implications of any financial decision. UFPG fit the bill, not only is Gerry a very friendly and knowledgeable person but he also takes care of tax payments and return preparation, one more thing I don’t have to worry about.
Gerry is always very responsive to emails and calls, taking a much time as necessary to explain our financial plan in terms I understand. He really has taken the stress out of my transition into retirement, consequently I highly recommend Gerry and his team.
-Simon S.
We began working with Gerry in 2014 while my wife and I were both still employed and beginning to think about our retirement. From our very first meeting, we instantly felt comfortable working with Gerry and were impressed with his ability to quickly assess not only our common goals but also our differences.
He worked with us to develop a plan that balanced our financial objectives and our risk tolerances which enabled us to retire in 2016. With his guidance and support, we have been able to achieve a financial stability that we never thought would be possible.
Gerry has always been available, responsive and a patient / calming source of support for us as we navigated our transition to retirees and as we continue to navigate the ever changing economy. We view him not only as our financial advisor but as our friend and without hesitation, highly recommend Gerry and his team.
-Tom and Tracey E
He worked with us to develop a plan that balanced our financial objectives and our risk tolerances which enabled us to retire in 2016. With his guidance and support, we have been able to achieve a financial stability that we never thought would be possible.
Gerry has always been available, responsive and a patient / calming source of support for us as we navigated our transition to retirees and as we continue to navigate the ever changing economy. We view him not only as our financial advisor but as our friend and without hesitation, highly recommend Gerry and his team.
-Tom and Tracey E
United FPG VS The Competition:
Are You Asking the Right Questions?
- How much money will I need to retire?
- What is a realistic retirement age?
- Are my savings and investment strategies aligned with my goals?
- Am I maximizing my tax savings?
- How do short term goals affect my retirement plan?
- Is my family protected from unexpected death or disability?
- Am I at rick of running out of money during retirement?
- What’s the optimal investment strategy to create a consistent retirement income with the least amount of market risk?
- How do unexpected risks like long-term care or illness affect my plan?
- Have I developed an estate and asset protection plan?
- How can we take advantage of current tax rules to minimize future tax liability?
- When do I take social security?
- How will my medical costs impact my retirement?
- How Should I Manage My Withdrawal Rate?
- Is My Investment Portfolio Still Appropriate?
- How Do I Navigate Required Minimum Distributions (RMDs)?
- Are There Opportunities for Tax-Efficient Withdrawals?
- How Should I Plan for Potential Long-Term Care Needs?
- Is My Estate Plan Up to Date?
- How Will Inflation Impact My Retirement Funds?
- How Do I Plan for Legacy and Charitable Giving?
- How Do I Optimize Social Security and Pension Benefits?
