Gerry Barrasso, CPA, CFP, PFS

Fee-Only · Fiduciary · No Exceptions

Accountant in Hauppauge, NY (show on map)

5.0

★★★★★

1 reviews

Integrated financial planning, wealth management & tax services under one roof.

Call (631) 234-0871

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About

United Financial Planning Group integrates financial planning, investment management, tax planning, and tax preparation under one roof, ensuring all decisions work together seamlessly. The firm employs CFP® professionals, CPAs, and Enrolled Agents who collaborate to provide comprehensive, coordinated advice tailored to clients' unique financial lives.

Fee-Only · Fiduciary · No Exceptions

Integrated financial planning, investment management, tax planning, and tax preparation under one roof

Team of CFP® professionals, CPAs, and Enrolled Agents working side by side

Services

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.

Ongoing planning that evolves with life changes Strategy reviews beyond performance Proactive outreach when something changes Year-round coordination of financial plan, portfolio, and tax strategy

Investment Management

Tax-aware portfolio management that considers how every trade, every rebalance, and every distribution flows through to your tax return.

Tax-aware portfolio management Strategy examples: Roth Conversion, Tax-Loss Harvesting, ESPP Timing

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.

Year-round tax strategy coordination Roth conversion planning Catch-up contribution optimization Health insurance bridge modeling

Equity Compensation Planning

Helping clients navigate stock options, RSUs, and other equity compensation structures within their overall financial plan.

Tax-efficient exercise and holding strategies Integration with retirement and wealth planning

Credentials & Certifications

CFP®

CPA

Enrolled Agent (EA)

Reviews

Rating

★★★★★

Reviews

"Great advice and a true professional."

Frequently Asked Questions

What does 'fee-only' mean, and why does it matter? +

Fee-only means the firm charges only client-paid fees for advice and does not earn commissions from selling financial products, ensuring recommendations are in the client's best interest.

How is United Financial Planning Group different from other financial advisors? +

United Financial Planning Group integrates financial planning, investment management, tax planning, and tax preparation under one roof, with CFP® professionals, CPAs, and Enrolled Agents working side by side to coordinate all aspects of a client's financial life.

What does it mean that you're a fiduciary? +

As a fiduciary, United Financial Planning Group is legally obligated to act in the client's best interest, providing advice without conflicts of interest.

Who are your typical clients? +

Typical clients include retirees, those nearing retirement, business owners, founders, software engineers, executives with equity compensation, and high-net-worth individuals.

Do I need to live in New York to work with you? +

No, United Financial Planning Group serves clients nationwide through fee-only, fiduciary financial planning, investment management, tax planning, and tax preparation services.

How does the planning process work? +

The planning process begins with an initial assessment, followed by customized plan development and ongoing implementation and monitoring, ensuring the plan evolves with life changes.

Do you help with stock options and equity compensation? +

Yes, United Financial Planning Group provides specialized planning for stock options, RSUs, and other equity compensation structures, integrating them into the overall financial plan.