United Financial Group - Celebrating 20 Years

Celebrating with a NEW website

Now celebrating 20 years, United Financial Group (UFG) has re-launched a new website with more features at www.ufgonline.com

We remain 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.

Issue of the month: Your client's retirement plan may be in jeopardy.

  • People are living longer than ever before.
  • Health care costs are rising faster than the general rate of inflation.
  • Medicare is in deep trouble... much more so than the Social Security Defecit!
  • It is estimated that in 2010, 24% of a retiree's after tax income will be used to pay medical expenses!

A challenging outlook to say the least. However, planning today can protect the retirement money your small business clients have worked hard to accumulate!

Participation in the United Financial Group's 419A(c)(2) Single Employer Welfare Plan (SEWP) provides a solution click here to learn more

 

CASE STUDY:
New England Dental

New England Dental is a small dental practice with fewer than 10 employees who vary widely in age...read more

Our Vice President

Peter R. McDowell is Vice President of UFG, where he oversees the firm's efforts in sales, marketing, proposal generation...
read more

Learn More

How UFG and our unique approach to tax and benefits planning can server you click here or call
Toll free: 800-445-1707
Office: 847-559-1707

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