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Who We Serve

Who Is a Typical United Client?

We believe it is never too early to start planning for retirement. So while we work with interested clients at many stages of life, our expertise is best utilized in helping clients nearing retirement age with $250,000 or more in investable assets.


Let’s see if we are the right fit for you.

Are you...


Picture of a couple ready to plan for retirement40+ years of age?

Photo: Individuals Interested in Delegating Financial ResponsibilitiesInterested in delegating financial responsibilities?

Image: House with Heart - Focused on Protecting Loved Ones through sound financial planningFocused on protecting loved ones?

Image: Piggy Bank with Index Investing ConceptFirmly interested in index investing?

Image: Palm Tree Symbolizing Retirement PlanningReady to enjoy your retirement?


Let's Talk


Contact Us


You Work Hard to Earn a Living, We Work Hard to Protect It.

No matter what profession you are in, deaccumulation is inevitable. While our clients are diverse in nature, they all have one goal in mind: a comfortable retirement. We work with hard working professionals in a number of fields including:


Financial Industry Experts


Business Owners & Executives


First Responders


Educators


Medical Experts


Legal Professionals


Engineers


Real Estate Professionals


Tech Field Professionals


Our clients have worked for industry-leading companies including:

Google Logo - Industry-Leading Company
Microsoft Logo - Industry-Leading Company
Verizon Logo - Industry-Leading Company
Honeywell Logo - Industry-Leading Company
Columbia University Logo - Industry-Leading Company
Bank of America Logo - Industry-Leading Company
Canon Logo - Industry-Leading Company
Ralph Lauren Logo - Industry-Leading Company
JP Morgan Chase & Co Logo - Industry-Leading Company
Broadridge Logo - Industry-Leading Company
Amazon Logo - Industry-Leading Company
Barclays Logo - Industry-Leading Company
Viacom Logo - Industry-Leading Company
Citibank Logo - Industry-Leading Company
Voya Financial Logo - Industry-Leading Company
Dell EMC Logo - Industry-Leading Company
CUNY City University of New York Logo - Top University
St. John's University Logo - Top University
Cablevision Logo - Industry-Leading Company
New York University (NYU) Logo - Top University
New York-Presbyterian Logo - Industry-Leading Company



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