Unified Retirement Planning Group - Home

 


Peter Gallagher

Peter J. Gallagher

 

Welcome!

If you are an existing client, welcome to our newly designed website! 

If you are new to URPG, we hope that you will take a few minutes to learn about us!

 

 

Personal Retirement Planning Specialists

Whether you are still working, nearing retirement age, or have already retired,  we can help.

We are in the business of serving a select group of clients, and providing a high-level of service which is both comprehensive and fiduciary based.

We take the time to understand your dreams and goals to customize a personal, comprehensive, retirement income plan.

 

Learn how we are different

 

Why URPG?

We hold ourselves to the highest standard, as an Accredited Investment Fiduciary® / AIF® designee.  

Be confident knowing that your portfolio is managed with your best interest in mind.

 

 

 

 

 

Rolling hills in the fog in the morning

About Us

 

 

Sailboat at sunset with seagulls

Services

 

 

Autumn birch tree with yellow leaves falling on the ground

Account Access

 

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Contact Us

Find out more about our three specialty areas

 

​RETIREMENT INCOME PLANNING​      ​INVESTMENT
MANAGEMENT​      ​LEGACY
PLANNING​ 

 

 

 

Schedule a Complimentary Consultation 

We know that many people have questions or concerns about their retirement planning. 

At any age, it is not too late to have a retirement check up.  

Contact us for a confidential second opinion to see if you are on track!

 

​LET'S CHAT​ 

 

 

Will I have enough to retire and stay retired? 

A great day for us is when we can tell a client that 

they are on track for the retirement that they envision.

 

​LEARN MORE​ 

 

 

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Question to ask your retirement plan advisor. Are you a Fiduciary?

 

Contact us for more information