Unified Retirement Planning Group - Home

 

We are Personal Retirement Planning Specialists.

 

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

By serving a select group of clients, we provide a high level of service designed around your needs and your goals.

 

 

We understand that personal retirement planning can be a complicated process for many people.

This is what we do to help you, based on the stage of life that you are in.

BUSY-LIVING-LIFE

Busy Living Life

 

You are juggling multiple priorities, but in the back of your mind you know it is time to begin to organize your financial future. Learn more.

PLANNING-TO-RETIRE

Planning To Retire

 

You are making the transition from earning a paycheck to retirement in the next few years. Learn more.

ALREADY-RETIRED

Already Retired

 

You have many key decisions that still remain.  Learn more.

Who We Are

Peter Gallagher

Peter J. Gallagher, ChFC®, CLU®, CASL®, AIF®
Founder and Managing Director

 

"Performing in a symphony orchestra, responding to a car accident as an EMT, or helping a client prepare for their future, require many similar qualities, including discipline, teamwork and flexibility. I've lived my life dedicated to achieving goals and helping others."


Learn more about Peter and the URPG Team

Learn about our three specialty areas

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

Is URPG right for you?

Unified Retirement Planning Group

Typical Wealth Management Firm

 

Advisor: Provides objective guidance in a Fiduciary capacity

 

Broker: Sells financial products

 

Earns a transparent fee that covers most services

 

Typically works on commission

 

Independent firm - free to work in your best interest

 

Public firm - answers to shareholders

We recognize that there are a lot of financial firms for you to choose from.

 

When you are ready to learn more about URPG, we would be happy to meet with you to see if your needs are best suited for what URPG has to offer.


Schedule a free one-hour meeting with Peter. 

 

  ​Schedule now​ 

 

sunset 4 3

URPG Office, free parking, handicap accessible

Unified Retirement Planning Group

59 Sunset Drive, Unit 101A
Briarcliff Manor, NY  10510

Phone: 914-432-5800

Fax: (914) 801-5023

Email: [email protected]

Directions To Our Office
Please use Google Maps - don't use Waze, at this time

Let's connect!