About Us

Now celebrating 20 years, United Financial Group (UFG) remains dedicated to providing the small business and professional practice market with pioneering, cost-effective tax and benefits planning. We are a market leader, best serving clients by focusing on solutions that are creative and forward-thinking yet rooted in compliance.

Our people make the difference. At UFG, some of the most innovative minds in the benefits industry work hand-in-hand with a support team that is unsurpassed in technical expertise. Our team is diligent in assuring strict compliance of all programs with current and ongoing regulatory requirements. This is a major point of pride for UFG and a mark of distinction in the industry.

Our unique combination of planning techniques enables business clients to create distinct employee groups and to establish individually designed, tax-favored employee benefit, retirement, disability, health and welfare plans for each group.

UFG integrates qualified retirement plans, disability and life insurance programs, executive compensation strategies, ESOPs, business succession plans and other tested planning strategies in a unique fashion, maximizing corporate and personal benefits while minimizing tax and legal risk. As part of our continuing efforts, UFG retains several prominent tax, labor and benefits law firms, as well as our own internal compliance staff.