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What sets us Apart?

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At United Financial Planning Group, we believe in redefining the standard of financial advisory services. Our approach is built on three key pillars that set us apart from typical RIAs and provide unparalleled value to our clients. We call this “The United Difference.”

Pillar 1: Fee-Only Fiduciary: Your Interests Always Come First

At United Financial Planning Group, we operate on a fee-only basis, setting us apart from many financial advisors. But what does this mean for you?
No Commissions: We don’t earn commissions on financial products, eliminating potential conflicts of interest. This also means we’ll never try to sell you investment products. Our recommendations will always be what we believe is best for you.
Transparent Pricing: Our fee structure is clear and straightforward, with no hidden costs.
Fiduciary Oath: All of our advisors have taken the Fiduciary Oath. We’re legally bound to put your interests first, always.

This approach ensures that our recommendations are solely based on what’s best for you, not what’s most profitable for us. We’re not incentivized to push high-fee products or unnecessary transactions.

With United, you can trust that your financial decisions are guided by unbiased, expert advice. Experience the peace of mind that comes with truly independent financial planning.

Fee Only , Fee Based, and Commission Based Advisor Comparison

Pillar 2: Integrated Tax Expertise and Preparation: Seamless Financial and Tax Planning

At United Financial Planning Group, we offer a unique advantage: in-house tax preparation and planning services. This integration sets us apart from most financial advisory firms.

Full Service CPA Firm: We handle tax prep & filing, planning, and even small business accounting services.
Unified Strategy: Your financial plan and tax strategy work in perfect harmony.
CPA’s and Enrolled Agents on staff

No more coordinating between your financial advisor and CPA. Our integrated approach ensures every financial decision is optimized for tax efficiency, potentially saving you money and definitely saving you time and stress.

Financial Planning & Wealth Management + Tax Preparation & Planning

Pillar 3: Personalized Service, Proven Success: Your Dedicated Path to Financial Achievement

At United Financial Planning Group, we combine truly personal service with a track record of client success that speaks volumes.
One Dedicated Advisor: Build a deep relationship with your financial guide who crafts tailored strategies based on your unique goals.
Exceptional Results: 50+ Five-Star Reviews
Long-Term Relationships: High client retention reflects ongoing satisfaction and trust.

Your dedicated advisor becomes intimately familiar with your financial situation, dreams, and concerns. This personalized approach, coupled with our proven expertise, has led to exceptional outcomes for our clients – from early retirement to significant tax savings and beyond.

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Reach out to Us Today to Learn more

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