We start by helping you see your entire financial landscape, including personal, professional, and family aspects, in one clear plan. Our advisors coordinate with our network of tax and accounting professionals to build a custom roadmap that adapts to every stage of your business and life.
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
Your plan evolves as your business grows, ensuring alignment between your professional success and personal financial well-being.
SERVICES
We Offer a Full Scale of Services to Meet your Needs
