Financial Advisor in Lake Success, NY | United Financial Planning Group LLC
United Financial Planning Group LLC provides personalized financial guidance in Lake Success, NY. NY has its own state income tax rules that affect financial planning decisions. Our team helps you build a clear plan for retirement, taxes, investments, and long-term wealth decisions that accounts for local considerations.
Challenges We Help You Solve
Financial advisor and accountant not communicating effectively, leading to missed tax planning opportunities and inefficiencies
Full-service accounting firm integrated with financial advisory services — tax planning, preparation, and filing all under one roof with the same team that manages investments and financial plans.
Distrust of financial advisors who may be incentivized by commissions to recommend products that aren't in the client's best interest
Fee-only, fiduciary model with no commissions ever. Bound by fiduciary oath to put client interests first, with full disclosure and transparent fee structures.
Complexity of navigating equity compensation (stock options, RSUs) and the risk of overpaying taxes on equity awards
Dedicated stock options and equity compensation planning service with in-depth analysis of ISOs, NSOs, and RSUs plus advanced tax planning methods tailored specifically to equity awards.
Fragmented financial life with different providers for different financial needs, creating gaps and missed opportunities
One-stop-shop integrated approach covering financial planning, investment management, tax planning, and tax preparation/filing, ensuring every aspect of financial life works in harmony.
Who We Work With in Lake Success, NY
Growing Families
Families in growth phases who need comprehensive financial planning to align finances with family goals and future needs. Specifically mentioned as a focus area for advisor Ryan Derousseau.
Career Changers
Individuals transitioning careers who need financial guidance during periods of professional change, including income planning and benefit optimization.
Mid-to-Late Career Professionals
Professionals in the middle to later stages of their careers, likely focused on accelerating wealth accumulation, retirement readiness, and tax optimization.
Therapists & Mental Health Practitioners
Therapists in private practice and group practitioners who need specialized financial planning including business management, self-employment tax strategies, and retirement planning for practice owners.
Services We Provide in Lake Success, NY
Financial Planning
Actionable planning tailored to your goals, timeline, and risk tolerance in Lake Success, NY.
Wealth Management
Actionable planning tailored to your goals, timeline, and risk tolerance in Lake Success, NY.
Tax Planning & Preparation
Actionable planning tailored to your goals, timeline, and risk tolerance in Lake Success, NY.
Stock Options & Equity Compensation Planning
Actionable planning tailored to your goals, timeline, and risk tolerance in Lake Success, NY.
Fee-Only Fiduciary Commitment
United Financial Planning Group LLC operates on a fee-only basis. This means we do not earn commissions or sell financial products. Our recommendations are aligned solely with your financial interests. When evaluating financial advisors in Lake Success, NY, understanding how your advisor is compensated is one of the most important factors.
Meet Our Team
Gerry Barrasso
President & Founder
CPA, CFP®, PFS
Michael Barrasso
Director Of Business Development
Ryan Derousseau
Financial Advisor
CFP®, EA
Jose Vivero
Financial Advisor
CFP®, ChFC®, CLU®, RICP®
Specialized Planning for Self-Employed Individuals
Self-Employed Individuals
Self-employed professionals and business owners who need guidance on business financial alignment, self-employment tax planning, retirement plan selection, and integrating personal and business financial goals. A generalist advisor may overlook the planning strategies that matter most to this group.
Why Clients Choose United Financial Planning Group LLC
- Fee-only fiduciary firm — no commissions ever, removing all product-sale conflicts of interest
- Integrated CPA and CFP® team under one roof — financial planning, wealth management, tax planning, and tax preparation all handled by the same firm
- Team holds both CPA and CFP® credentials, combining tax expertise with comprehensive financial planning
- 30+ years of collective experience in wealth management, financial planning, tax advisory, and business management
Areas We Serve
In addition to Lake Success, NY, United Financial Planning Group LLC serves families across the region.
Our Credentials
When choosing a financial advisor in Lake Success, NY, credentials matter. Our team holds the following designations:
These designations require rigorous education, examination, and ongoing continuing education requirements — ensuring the advice you receive meets the highest professional standards.
Financial Planning in Lake Success, NY
Planning in Lake Success, NY requires local context. NY has its own state income tax rules that affect financial planning decisions. Retirement income tax treatment varies by state and can significantly affect retirement planning. Cost of living in Lake Success should be factored into retirement and financial planning projections. Our team incorporates these local considerations into every recommendation so your strategy is practical, tax-aware, and built for real life in Lake Success.
Frequently Asked Questions
How does NY's tax environment affect my financial plan?
NY has its own state income tax rules that affect financial planning decisions. Retirement income tax treatment varies by state and can significantly affect retirement planning. A financial advisor in Lake Success, NY can help you optimize your plan around these state-specific rules.
What makes financial planning in Lake Success different from other areas?
Cost of living in Lake Success should be factored into retirement and financial planning projections. Lake Success has a diversified local economy. These local factors should shape your retirement projections, investment strategy, and risk management approach.
What should I look for in a financial advisor in Lake Success, NY?
Look for fiduciary standards, relevant credentials like CPA or CFP®, and a planning process that accounts for NY's specific tax and regulatory environment.
Talk With a Financial Advisor in Lake Success, NY
Get a personalized planning conversation focused on your next financial decisions.
United Financial Planning Group LLC is a registered investment advisor. This page is for informational purposes only and does not constitute investment advice.