Fee-Only Financial Planning for Connecticut Residents
Fairfield County households may have income in New York, equity compensation, and a home in Connecticut. Our CFP® professionals, CPAs, and Enrolled Agents plan across both states, so your plan and your taxes are coordinated, not siloed.
CFP® professionals, CPAs, and Enrolled Agents under one roof.
What Changes When Everything Works Together
Some advisory firms focus on one service and refer the rest to others. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning are considered together, 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.
Planning Across Connecticut and New York
Where you live, where you work, and how you are paid can each change your tax picture. This is how we approach it. Outcomes depend on your individual circumstances.
Two states, one coordinated plan
Many Connecticut residents who work in New York file in both states. We estimate your New York nonresident and Connecticut resident taxes together, so withholding and estimated payments reflect both.
Equity compensation planning
RSUs, stock options, and private company equity each create income at specific points. We model the timing and the trade-offs before you act. Outcomes depend on your grant terms and individual circumstances.
Planning, investing, and tax under one team
CFP® professionals, CPAs, and Enrolled Agents work side by side, so your plan, your investments, and your tax return stay consistent. We are a fee-only fiduciary.
Meet by video or in New York
Planning conversations can happen by video call. In-person meetings are available at our New York offices.
Start With the Two-State Picture
A useful first step is a single view of your income by state, your accounts by type, and the next few known events, such as a vesting date or a change in work arrangement. From there, the order of decisions is easier to see, and each choice can be weighed with its trade-offs.
Planning Pages by Connecticut Town
Each page covers the planning questions that tend to come up for households in that town. Pick the one closest to you.
Complex compensation, concentrated stock, and two-state filing for finance and professional services households.
View pageEquity compensation and hybrid-work tax questions for professionals at local and New York employers.
View pageHousehold planning for families with a New York commuter and Connecticut property and tax questions.
View pagePre-retirement tax transitions and retirement income planning for households five to ten years from retirement.
View pageIntegrated personal and business planning for owners, founders, and independent professionals.
View pageRSU, option, and QSBS timing for technology employees living in Fairfield County.
View pageLooking for the two-state tax explanation first? See our page for Connecticut residents who work in New York.
A one stop shop for your
entire financial life
Financial Planning
A comprehensive roadmap for your financial future, built around your actual life by CFP® professionals and CPAs working together.
Learn moreHypothetical illustration only. Not actual client results. Past performance does not guarantee future results. Investing involves risk, including possible loss of principal.
Investment Management
Tax-aware portfolio management that considers how every trade, every rebalance, and every distribution flows through to your tax return.
Learn moreHypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on circumstances.
Tax Planning & Preparation
Proactive, year-round tax planning and preparation from CPAs and Enrolled Agents who already know your financial story.
Learn moreWhat Our Clients Say
Let's Start With a Conversation
Let's Start With a Conversation. No sales pitch. No obligation.
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.