Your Compensation Is Complex. Your Financial Team Should Match It.
United Financial Planning Group brings CFP® professionals, CPAs, and Enrolled Agents together under one roof — so your equity events, tax strategy, and long-term wealth all move in the same direction.
Complexity at This Level Requires Advisors Who Coordinate
Executive compensation involves decisions with narrow windows, meaningful tax exposure, and long-term consequences. When the advice you receive is fragmented, the costs often don't show up until it's too late to do anything about them.
Your equity grants have a narrow window
ISOs, RSUs, NSOs, and ESPP shares each carry different tax consequences — and the decisions you make at grant, vesting, or exercise can't easily be undone. Missing the right timing means leaving money on the table or handing more of it to the IRS.
AMT exposure catches executives off guard
Exercising ISOs can trigger the Alternative Minimum Tax even when you haven't sold a single share. Without a coordinated plan across income, deductions, and equity activity, the bill at year-end can be significant and avoidable.
Most of your net worth is tied to one stock
Concentrated positions in your employer create real risk — and diversifying isn't as simple as selling. Blackout periods, 10b5-1 plan requirements, and capital gains exposure all shape what you can do and when.
Your three advisors have never compared notes
Most executives work with an investment manager, a financial planner, and a CPA at separate firms — none of whom have visibility into what the others are doing. When an ISO exercise triggers unexpected AMT exposure, or a deferred compensation distribution lands in a year when you've already hit the top of your bracket, no one catches it in advance because no one has the full picture.
Your Equity Strategy and Tax Plan, Built as One
Our CFP® professionals, CPAs, and Enrolled Agents work together on your equity compensation, deferred income, and long-term financial plan — so every decision is made with the full picture in view.
Equity Compensation Planning
We map the full landscape of your equity grants — exercise timing, tax exposure, AMT planning, and diversification strategy — coordinated with everything else happening in your financial life.
Learn moreTax Planning
Our CPAs and Enrolled Agents work alongside your financial planners year-round — not just at filing — to manage AMT exposure, capital gains, deferred compensation distributions, and the tax implications of every equity decision.
Learn moreInvestment Management
We build portfolios that account for what you already hold — including concentrated employer stock — so your broader investments work to reduce risk and build wealth outside your company.
Learn moreFinancial Planning
Your career trajectory, equity milestones, deferred compensation, and retirement timeline are all connected. We plan across all of it so that each financial decision supports the next.
Learn moreWhat Changes When Everything Works Together
Most advisory firms do one thing well and outsource the rest. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning reinforce each other, because the same team handles all three.
CFP® professionals, CPAs, and Enrolled Agents work side by side, not across town. Hover over a service to see how it connects to your complete financial picture.
Guidance from our team of CFP® professionals, CPAs, and Enrolled Agents. Meet the team
Last updated: March 2026
We Also Work With
Our integrated approach helps people across many financial situations.
We work with software engineers navigating RSU vesting, stock refreshers, ESPP decisions, and high W-2 income — bringing financial planning, investment management, and tax strategy together on one team.
From 83(b) elections and QSBS planning to liquidity events and what comes after, we help founders translate cap-table complexity into a personal financial plan built around how you actually earn wealth.
Ready to Stop Coordinating Between Advisors?
Schedule a no-pressure conversation. We'll listen to what's going on in your financial life and help you decide if working together makes sense.