Wealth Planning for East Hills' Entrepreneurial Professionals
East Hills is one of the wealthiest suburbs in the New York metro area, not because of old money, but because its residents build things. With a mean household income above $372K driven largely by business ownership and professional practice, East Hills demands a planning firm that understands entrepreneurial wealth. Our Lake Success office is ten minutes away.
10 min from our Lake Success office
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 East Hills Professionals Choose UFPG
Strategic planning for business owners, practice leaders, and entrepreneurial families in one of Nassau County's most driven communities.
Business Owner Wealth Planning
East Hills is home to a disproportionate number of business owners, from medical practices and law firms to construction companies and tech startups. We build integrated plans that coordinate business cash flow, owner compensation, retirement contributions, and personal investment strategy into a unified framework.
Buy-Sell Agreement Funding
If you have a business partner, a properly funded buy-sell agreement protects both families in the event of death, disability, or departure. We design and stress-test funding structures (typically using life insurance or installment notes) that ensure the agreement actually works when triggered.
Key Person Insurance Planning
Many East Hills businesses depend on one or two individuals whose loss would create serious financial disruption. We quantify that risk, recommend appropriate coverage levels, and integrate key person policies into your overall tax and estate strategy so the premiums work as hard as possible.
Deferred Compensation for Entrepreneurial Professionals
Whether you run a professional corporation or own an S-corp, we design deferred compensation and profit-sharing arrangements that let you shelter significant income while staying compliant with ERISA and IRC regulations. For East Hills earners above $372K, these strategies frequently outperform basic 401(k) contributions alone.
Fee-Only, No Product Sales
Business owners are accustomed to spotting conflicts of interest, and they don't tolerate them in an advisor. Our fee-only model means we never profit from recommending a particular insurance carrier, investment product, or lending relationship.
The Entrepreneurial Engine Behind East Hills' Wealth
East Hills defies the stereotype of the sleepy suburban enclave. With a mean household income around $372K, the village consistently ranks among the wealthiest in the New York metro area, but unlike many Gold Coast communities, this wealth is overwhelmingly active and earned rather than inherited. Residents tend to be business owners, managing partners, and senior professionals who still have significant working years ahead of them. That entrepreneurial character creates planning needs centered on business succession, liability protection, and the efficient extraction of value from closely held entities. The community also invests heavily in quality of life (private sanitation, a dedicated security force, and well-maintained parks), which reflects a mindset that values long-term stewardship. Our Lake Success team brings that same long-view approach to every client relationship.
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.
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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.
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Also Serving Nearby Communities
Our team works with families and professionals across Long Island. Explore how we serve communities near you.
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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.