Financial Strategies for Dix Hills Families: Where Elite Schools Meet Executive Lifestyles
United Financial Planning Group serves Dix Hills families with executive compensation planning, retirement distribution strategies, and integrated tax services, from our Hauppauge office just 8 minutes away.
CFP® professionals, CPAs, and Enrolled Agents serving Dix Hills families.
What Changes When Everything Works Together
Most advisory firms do one thing well and outsource the rest. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning reinforce each other, 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.
Why Dix Hills Families Choose United
Named one of America's 50 wealthiest suburbs, Dix Hills combines top-rated schools in the Half Hollow Hills district with a concentration of executive professionals along the Route 110 corridor.
Retirement planning for high-net-worth households
Dix Hills families often approach retirement with substantial assets across employer plans, IRAs, and taxable accounts. We build tax-efficient distribution strategies that coordinate Social Security timing, Roth conversions, and withdrawal sequencing to maximize your after-tax retirement income.
Executive compensation planning
Many Dix Hills residents work in the Route 110 corporate corridor. We help navigate RSUs, stock options, deferred compensation, and employer benefit optimization to maximize what you keep after taxes.
Real estate equity strategies
With average home values between $700K and $1.2M, Dix Hills homeowners often have significant equity tied up in their primary residence. We help you think strategically about that equity, whether it's funding retirement, downsizing, or leveraging it within your overall plan.
Tax planning and investing under one roof
Our team includes both CFP® professionals and CPAs, so your investment strategy, equity compensation, and tax return are all coordinated. No more silos.
Fee-only, always
We don't earn commissions or sell products. Every recommendation is legally required to be in your best interest.
The Route 110 Corridor Advantage
Dix Hills sits adjacent to the Route 110 corporate corridor: Long Island's largest concentration of corporate headquarters including Canon, Nikon, Henry Schein, and Estée Lauder. Many Dix Hills families have complex employer-sponsored retirement plans, deferred compensation arrangements, and equity compensation packages. Our team specializes in coordinating these employer benefits with your personal tax planning and investment strategy.
A one stop shop for your
entire financial life
Financial Planning
A comprehensive roadmap for your financial future, built around your actual life and informed by deep tax expertise most planners simply don't have.
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 strategies to reduce your lifetime tax burden, prepared by CPAs and Enrolled Agents who already know your financial story.
Learn moreBuilt for Financial Lives That Don't Fit in a Template
Retirement Readiness
Retirement income gap analysis
Roth conversion strategy
Health insurance bridge modeled
Hypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on personal circumstances.
Fee-Only. Fiduciary. No Exceptions.
We don't earn commissions. We don't sell products. As a fee-only registered investment advisor, every recommendation we make is legally required to be in your best interest.
Years of experience
Under management
States served nationwide
What Our Clients Say
Also Serving Nearby Communities
Our team works with families and professionals across Long Island. Explore how we serve communities near you.
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.