Built for Financial Lives That Don't Fit in a Template

At United Financial Planning Group, CFP® professionals, CPAs, and Enrolled Agents work together on your retirement — so your withdrawal strategy, tax plan, and estate considerations are built as one cohesive whole, not handed off between offices.

At United Financial Planning Group, our CFP® professionals, CPAs, and Enrolled Agents work as one team to stress-test your retirement readiness — turning savings projections into an income plan you can commit to with confidence.

At United Financial Planning Group, our CFP® professionals, CPAs, and Enrolled Agents work together as one team — so your entity structure, tax strategy, compensation plan, and personal wealth are never managed in isolation.

From 83(b) elections and QSBS planning to liquidity events and what comes after, we help founders translate cap-table complexity into a personal financial plan built around how you actually earn wealth.

We work with software engineers navigating RSU vesting, stock refreshers, ESPP decisions, and high W-2 income — bringing financial planning, investment management, and tax strategy together on one team.

United Financial Planning Group brings CFP® professionals, CPAs, and Enrolled Agents together under one roof — so your equity events, tax strategy, and long-term wealth all move in the same direction.

United Financial Planning Group brings together CFP® professionals, CPAs, and Enrolled Agents under one roof — so your financial plan, investment strategy, and tax picture are never managed in silos.