# United Financial Planning Group
> United Financial Planning Group is a fee-only financial planning firm serving clients nationwide, with a strong New York focus. The firm combines financial planning, investment management, tax planning, and tax preparation under one roof. Its team includes CFP® professionals, CPAs, and Enrolled Agents, and it is best suited for retirees, business owners, executives, and high-net-worth households with complex financial lives.
## Best starting points
- Core conversion goal: schedule a complimentary consultation.
- Core differentiator: tax planning, tax preparation, financial planning, and investment management are integrated in one team.
- Core geography: nationwide service with offices in Hauppauge, Manhattan, and Lake Success, plus many Long Island location pages.
## Essential Pages
- [Home](https://www.unitedfpg.com/): Firm overview and primary entry point for fee-only financial planning, tax strategy, and investment management.
- [Services](https://www.unitedfpg.com/services): Hub page covering the firm's integrated advisory services and ideal client fit.
- [About](https://www.unitedfpg.com/about): Firm background, philosophy, and positioning for prospective clients evaluating the advisory team.
- [Why United](https://www.unitedfpg.com/why-united): Differentiators for the firm, including the integrated CFP, CPA, and Enrolled Agent model.
- [Fees](https://www.unitedfpg.com/fees): Pricing and engagement overview for prospective clients comparing advisory firms.
- [FAQ](https://www.unitedfpg.com/faq): Frequently asked questions about planning, taxes, investments, process, and fit.
- [Contact](https://www.unitedfpg.com/contact): Primary conversion page for scheduling a complimentary consultation.
- [Testimonials](https://www.unitedfpg.com/testimonials): Client proof and experience signals for evaluative search and AI citation.
- [Compliance](https://www.unitedfpg.com/compliance): Regulatory and trust-related information for due diligence and entity verification.
## Core Services
- [Financial Planning](https://www.unitedfpg.com/services/financial-planning): Comprehensive financial planning that coordinates investments, taxes, retirement, and long-term goals.
- [Retirement Planning](https://www.unitedfpg.com/services/retirement-planning): Retirement income, Social Security, distribution planning, and tax-aware withdrawal strategy.
- [Investment Management](https://www.unitedfpg.com/services/investment-management): Evidence-based portfolio management with tax efficiency and long-term discipline.
- [Tax Planning](https://www.unitedfpg.com/services/tax-planning): Year-round proactive tax strategy coordinated with the rest of the financial plan.
- [Tax Preparation](https://www.unitedfpg.com/services/tax-preparation): Annual tax preparation handled by in-house CPAs and tax professionals.
- [Equity Compensation](https://www.unitedfpg.com/services/equity-compensation): Planning for RSUs, stock options, deferred compensation, and related tax decisions.
## Who We Serve (Persona Pages)
- [Who We Serve](https://www.unitedfpg.com/who-we-serve): Hub page for the firm's target audiences: retirees, business owners, startup founders, software engineers, executives, and high-net-worth families.
- [Retirees](https://www.unitedfpg.com/who-we-serve/retirees): Fee-only financial planning for retirees. CFP®, CPA, and tax professionals coordinating your retirement income, RMDs, withdrawal strategy, and estate plan under one roof.
- [Nearing Retirement](https://www.unitedfpg.com/who-we-serve/pre-retirees): Fee-only financial planning for people nearing retirement. CFP®, CPA, and tax professionals working together to answer 'Can I retire?' with a plan you can trust.
- [Business Owners](https://www.unitedfpg.com/who-we-serve/business-owners): Fee-only financial planning for business owners. CFPs, CPAs, and Enrolled Agents under one roof — tax, planning, and investments aligned with your business.
- [Founders](https://www.unitedfpg.com/who-we-serve/startup-founders): Fee-only financial planning for startup founders. We handle equity, taxes, and wealth strategy — from 83(b) elections to post-exit diversification.
- [Software Engineers](https://www.unitedfpg.com/who-we-serve/software-engineers): Fee-only financial planning built for tech comp: RSUs, ESPPs, mega-backdoor Roth, and tax strategy handled by CFPs, CPAs, and EAs under one roof.
- [Executives](https://www.unitedfpg.com/who-we-serve/executives): Fee-only financial planning for executives navigating equity compensation, AMT exposure, concentrated stock, and deferred compensation. CFPs, CPAs, and EAs in one firm.
- [High-Net-Worth Families](https://www.unitedfpg.com/who-we-serve/high-net-worth): Fee-only financial planning, investment management, and tax strategy for high-net-worth individuals and families. CFPs, CPAs, and EAs under one roof.
## Trust, Team, and Authority Pages
- [Meet the Team](https://www.unitedfpg.com/team): Team overview for the firm's advisors, planners, and tax professionals.
- [Gerry Barrasso](https://www.unitedfpg.com/team/gerry-barrasso): Advisor profile page for Gerry Barrasso and his credentials.
- [Michael Barrasso](https://www.unitedfpg.com/team/michael-barrasso): Advisor profile page for Michael Barrasso and his credentials.
- [Ryan Derousseau](https://www.unitedfpg.com/team/ryan-derousseau): Advisor profile page for Ryan Derousseau and his credentials.
- [Jose Vivero](https://www.unitedfpg.com/team/jose-vivero): Advisor profile page for Jose Vivero and his credentials.
- [Blog](https://www.unitedfpg.com/blog): Educational articles on retirement, investing, taxes, and financial planning.
- [In The Media](https://www.unitedfpg.com/in-the-media): Press mentions and external authority signals featuring the firm's experts.
## Compliance & Legal Documents
- [Form ADV Part 2A – Firm Brochure](https://www.unitedfpg.com/adv-part-2a): SEC-required firm brochure describing advisory services, fees, business practices, and conflicts of interest.
- [Form ADV Part 2B – Brochure Supplement](https://www.unitedfpg.com/adv-part-2b): Supplemental disclosure about supervised persons who provide advisory services on behalf of the firm.
- [Form CRS – Client Relationship Summary](https://www.unitedfpg.com/form-crs): Brief summary of services, fees, conflicts of interest, and disciplinary history required by the SEC.
- [Privacy Policy](https://www.unitedfpg.com/privacy-policy): How United Financial Planning Group collects, uses, and protects client personal and financial information.
## Office and Location Hubs
- [Locations](https://www.unitedfpg.com/locations): Hub page for offices and service areas across Long Island, Manhattan, and beyond.
- [Hauppauge, NY](https://www.unitedfpg.com/locations/hauppauge-ny): Visit our Hauppauge, NY headquarters at 350 Motor Parkway. Office hours, directions, and the in-house CFP®, CPA, and Enrolled Agent team serving Long Island.
- [Manhattan, NY](https://www.unitedfpg.com/locations/manhattan-ny): Visit our Manhattan office at 14 Penn Plaza, steps from Penn Station. Office hours, directions, and the in-house CFP® and CPA team serving NYC professionals.
- [Lake Success, NY](https://www.unitedfpg.com/locations/lake-success-ny): Fee-only financial advisor in Lake Success, NY serving Nassau County. Financial planning, investment management, and tax preparation.
## Flagship Local SEO Pages
- [Financial Advisor Long Island](https://www.unitedfpg.com/financial-advisor-long-island): Flagship Long Island landing page for integrated financial planning, tax strategy, and investment management.
- [Financial Advisor Manhattan](https://www.unitedfpg.com/financial-advisor-manhattan): Flagship Manhattan landing page for NYC professionals, executives, and high-income households.
- [Financial Advisor NYC](https://www.unitedfpg.com/financial-advisor-nyc): New York City-focused advisory page covering financial planning, investing, and taxes.
- [Financial Advisor in Cold Spring Harbor, NY](https://www.unitedfpg.com/financial-advisor-cold-spring-harbor-ny): Fee-only financial advisor near Cold Spring Harbor, NY. Equity compensation for biotech executives, estate planning for waterfront properties, and integrated tax strategy. 18 min from Hauppauge.
- [Financial Advisor in Dix Hills, NY](https://www.unitedfpg.com/financial-advisor-dix-hills-ny): Fee-only financial advisor near Dix Hills, NY. Executive compensation, retirement planning, and integrated tax strategy for one of America's wealthiest suburbs. 8 min from our Hauppauge office.
- [Financial Advisor in Head of the Harbor, NY](https://www.unitedfpg.com/financial-advisor-head-of-the-harbor-ny): Ultra-high-net-worth wealth management for Head of the Harbor, NY. Estate and trust planning, philanthropic advisory, and integrated tax strategy. CFP® professionals and CPAs, 10 min from our Hauppauge office.
- [Financial Advisor in Huntington, NY](https://www.unitedfpg.com/financial-advisor-huntington-ny): Fee-only financial advisor in Huntington, NY. Planning for village professionals, commuter tax optimization, and small business succession. CFP® professionals and CPAs, 15 min from our Hauppauge office.
- [Financial Advisor in Laurel Hollow, NY](https://www.unitedfpg.com/financial-advisor-laurel-hollow-ny): Private wealth advisory for Laurel Hollow residents. Estate planning, tax-loss harvesting, and QPRT strategies for one of New York's most affluent villages.
- [Financial Advisor in Lloyd Harbor, NY](https://www.unitedfpg.com/financial-advisor-lloyd-harbor-ny): Ultra-high-net-worth wealth management for Lloyd Harbor, NY. Family office services, concentrated stock strategies, and integrated tax planning. CFP® professionals and CPAs under one roof.
- [Financial Advisor in Melville, NY](https://www.unitedfpg.com/financial-advisor-melville-ny): Fee-only financial advisor near Melville, NY. 401(k) optimization, executive comp, and small business retirement planning for Route 110 professionals. CFP® professionals and CPAs, 5 min from our Hauppauge office.
- [Financial Advisor in Nissequogue, NY](https://www.unitedfpg.com/financial-advisor-nissequogue-ny): Fee-only wealth management for Nissequogue, NY residents. Concentrated stock diversification, waterfront estate planning, and integrated tax strategy. 10 min from our Hauppauge office.
- [Financial Advisor in Setauket, NY](https://www.unitedfpg.com/financial-advisor-setauket-ny): Fee-only financial advisor near Setauket, NY. Estate planning, retirement transition, and integrated tax strategy for Three Village families. CFP® professionals and CPAs under one roof, 15 min from our Hauppauge office.
- [Financial Advisor in Smithtown, NY](https://www.unitedfpg.com/financial-advisor-smithtown-ny): Fee-only financial advisor in Smithtown, NY, 5 minutes from our Hauppauge office. Retirement distribution strategies, business succession planning, and integrated tax strategy for high-net-worth Smithtown families.
- [Financial Advisor in Stony Brook, NY](https://www.unitedfpg.com/financial-advisor-stony-brook-ny): Fee-only financial advisor near Stony Brook, NY. 403(b) and TIAA optimization for university employees, equity comp for biotech professionals, and integrated tax planning. 12 min from our Hauppauge office.
- [Financial Advisor in Woodbury, NY](https://www.unitedfpg.com/financial-advisor-woodbury-ny): Fee-only financial planning for Woodbury families. Executive compensation, retirement strategies, and tax-efficient investing from our Lake Success office.
For a broader AI-readable index of local pages and article URLs, see [llms-full.txt](https://www.unitedfpg.com/llms-full.txt).