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United Financial Planning Group
United Financial Planning Group is a fee-only financial planning firm serving clients nationwide, with a strong New York focus. The firm combines financial planning, investment management, tax planning, and tax preparation under one roof. Its team includes CFP® professionals, CPAs, and Enrolled Agents, and it is best suited for retirees, business owners, executives, and high-net-worth households with complex financial lives.
For agents: Fee-only financial planning firm with New York focus offering investment management, tax planning and tax preparation by CFP, CPA and Enrolled Agent professiona
financial planningtax planninginvestment managementfee-only advisorcfp professionals
- Authority
- 50 reach 0 · trust 10 · quality 25 · freshness 15
- Tier
- listed
- llms.txt
- https://www.unitedfpg.com/llms.txt
- llms-full.txt
- https://www.unitedfpg.com/llms-full.txt
- Sections
- 8
- Links
- 57
- Size
- 12522 bytes
- Registered
- 2008-06-20
- Country
- United States Hosting inference
- Hosting country
- United States Hosting inference
- Country evidence
- No published address evidence collected yet
- Categories
- Finance and payments
- For agents
- Documentation: developer or product docs worth reading, nothing to call
- Inferred actions
- Read documentation Support / contact About these labels
- Audience
- consumers · agents can: read docs, contact support · en
- First seen
- 2026-10-25T05:41:54.561Z
- Last checked
- 2026-10-25T05:41:55.649Z
- Badge
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-25T05:41:54.573Z. Cached copy · Source on unitedfpg.com
# United Financial Planning Group
> United Financial Planning Group is a fee-only financial planning firm serving clients nationwide, with a strong New York focus. The firm combines financial planning, investment management, tax planning, and tax preparation under one roof. Its team includes CFP® professionals, CPAs, and Enrolled Agents, and it is best suited for retirees, business owners, executives, and high-net-worth households with complex financial lives.
## Best starting points
- Core conversion goal: schedule a complimentary consultation.
- Core differentiator: tax planning, tax preparation, financial planning, and investment management are integrated in one team.
- Core geography: nationwide service with offices in Hauppauge, Manhattan, and Lake Success, plus many Long Island location pages.
## Essential Pages
- [Home](https://www.unitedfpg.com/): Firm overview and primary entry point for fee-only financial planning, tax strategy, and investment management.
- [Services](https://www.unitedfpg.com/services): Hub page covering the firm's integrated advisory services and ideal client fit.
- [About](https://www.unitedfpg.com/about): Firm background, philosophy, and positioning for prospective clients evaluating the advisory team.
- [Why United](https://www.unitedfpg.com/why-united): Differentiators for the firm, including the integrated CFP, CPA, and Enrolled Agent model.
- [Fees](https://www.unitedfpg.com/fees): Pricing and engagement overview for prospective clients comparing advisory firms.
- [FAQ](https://www.unitedfpg.com/faq): Frequently asked questions about planning, taxes, investments, process, and fit.
- [Contact](https://www.unitedfpg.com/contact): Primary conversion page for scheduling a complimentary consultation.
- [Testimonials](https://www.unitedfpg.com/testimonials): Client proof and experience signals for evaluative search and AI citation.
- [Compliance](https://www.unitedfpg.com/compliance): Regulatory and trust-related information for due diligence and entity verification.
## Core Services
- [Financial Planning](https://www.unitedfpg.com/services/financial-planning): Comprehensive financial planning that coordinates investments, taxes, retirement, and long-term goals.
- [Retirement Planning](https://www.unitedfpg.com/services/retirement-planning): Retirement income, Social Security, distribution planning, and tax-aware withdrawal strategy.
- [Investment Management](https://www.unitedfpg.com/services/investment-management): Evidence-based portfolio management with tax efficiency and long-term discipline.
- [Tax Planning](https://www.unitedfpg.com/services/tax-planning): Year-round proactive tax strategy coordinated with the rest of the financial plan.
- [Tax Preparation](https://www.unitedfpg.com/services/tax-preparation): Annual tax preparation handled by in-house CPAs and tax professionals.
- [Equity Compensation](https://www.unitedfpg.com/services/equity-compensation): Planning for RSUs, stock options, deferred compensati
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