Comprehensive Financial Planning

SERVICES

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 in-house tax and accounting professionals to build a custom roadmap that adapts to every stage of your business and life.

Our planning process includes:

Cash flow and budgeting analysis for both business and household finances.
Goal-based financial modeling to track progress toward retirement, education, or lifestyle milestones.
Tax coordination with CPAs to ensure each strategy is implemented efficiently.
Debt management and lending strategy through collaboration with our lending professionals.
Contingency and emergency planning for peace of mind.

Fee Only Financial Planning

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.

Fiduciary Financial Planning

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.

Professionals Only, No Salespeople

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.