Financial Planning for Melville's Corporate Corridor Professionals
United Financial Planning Group serves Melville's corporate executives, business owners, and dual-income professionals with integrated financial planning, tax preparation, and investment management, just 5 minutes from our Hauppauge office.
CFP® professionals, CPAs, and Enrolled Agents serving Melville professionals.
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 Melville Professionals Choose United
Route 110 is Long Island's corporate corridor, home to Canon, Nikon, Henry Schein, Estée Lauder, and hundreds of other companies. That creates a concentration of professionals with complex employer benefits and retirement plans.
401(k) optimization and employer match strategies
Many Route 110 employers offer generous retirement plans, but most employees leave money on the table. We analyze your plan's fund options, fee structure, and matching formula to maximize your retirement savings.
RSU and deferred compensation planning
Corporate executives in Melville often receive restricted stock units, stock options, and deferred compensation. We model vesting schedules, exercise timing, and tax implications to help you keep more of what you've earned.
Small business retirement plans
For Melville entrepreneurs and small business owners, we help evaluate SEP IRAs, SIMPLE IRAs, solo 401(k)s, and defined benefit plans, choosing the structure that maximizes your tax deduction while building retirement wealth.
Tax planning and investing under one roof
Our team includes both CFP® professionals and CPAs. Your employer benefits, personal investments, and tax return are all coordinated, not managed in silos by different professionals.
Fee-only, always
We don't earn commissions or sell products. Every recommendation is legally required to be in your best interest.
The Corporate Corridor Tax Advantage
Route 110 professionals often have the most complex employer benefit packages on Long Island: 401(k) plans with multiple fund families, RSU vesting schedules, deferred compensation elections, and HSAs. Each of these has tax implications that most advisors treat in isolation. Our integrated approach coordinates every employer benefit with your personal tax strategy, investment portfolio, and retirement timeline to minimize your lifetime tax burden.
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.