Financial Planning for Westport Business Owners, Founders, and Independent Professionals
Owners and founders often have personal and business finances that affect each other: how you pay yourself, which retirement plan fits, and what happens when equity becomes liquid. Our CFP® professionals, CPAs, and Enrolled Agents plan both sides together for Westport households.
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 for Owners and Founders
The business and the household share one balance sheet. Coordinated planning aims to keep the two aligned. Outcomes vary and involve trade-offs.
Owner compensation and tax planning
How you pay yourself, and through which entity, can change both your personal tax picture and the business's. We review the options with your tax situation in view.
Retirement plan design
Plans such as a SEP IRA, SIMPLE IRA, or Solo 401(k) differ in contribution rules, administration, and eligibility. We compare them against your goals and your staffing.
Planning for equity events
If you hold founder or early-employee shares, Section 1202 qualified small business stock may be relevant. Eligibility depends on the company's facts, the issue date, and the holding period, so it calls for document-level review.
Business and personal planning together
One team can handle financial planning, investment management, tax planning, and tax preparation. We are a fee-only fiduciary, with no commissions.
Where Owners Often Start
A useful first step for owners and founders is mapping how money moves between the business and the household, and which decisions are coming up in the next year or two, such as a new retirement plan, a change in entity, or a liquidity event. That map can show where the personal and business plans need to line up.
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
More Connecticut Planning Pages
Explore planning pages for other Fairfield County towns, or read the two-state tax overview.
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.