United Financial Planning Group LLC

Services Offered

• Financial Planning
• Investment Management
• Tax Planning
• Tax Preparation
• Retirement Planning
• Inheritance Planning
• Equity Compensation Planning

About

United Financial Planning Group is a fiduciary, fee-only financial advisory firm located in Hauppauge, New York, with additional offices in NYC. The firm specializes in a range of services including financial planning, investment management, tax planning, tax preparation, retirement planning, inheritance planning, and equity compensation planning. Their approach integrates tax strategy into every aspect of the financial planning process, ensuring a comprehensive service for clients. They primarily serve retirees, individuals nearing retirement, business owners, high-earning professionals, and high-net-worth families, focusing on wealth growth and preservation.

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