Get regular updates on the crisis, as well as guidance for your personal and financial well-being.
This is what we do to help you, based on the stage of life that you are in.
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.
You are making the transition from earning a paycheck to retirement in the next few years. Learn more.
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
URPG participates in several charitable events and community service activities throughout the year.
Unified Retirement Planning Group |
Typical Wealth Management Firm |
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Advisor: Provides objective guidance in a Fiduciary capacity.
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Broker: Sells financial products. |
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Earns a transparent fee that covers most services. Either an asset based, hourly or retainer fee.
If we manage your assets and agree to an asset based fee, your fee will be adjusted to reflect the amount of work that we both agree that you need. We will review your fee on an ongoing basis to make sure that it remains appropriate based on the work that we are doing for you.
We do not need to manage your assets for us to help you plan for your retirement.
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Typically works on commission.
Typically needs to manage your assets in order to get compensated. |
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Independent firm - free to work in your best interest.
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Public firm - answers to shareholders. |
Why We're Different
First, we work on a referral-only basis and purposely limit the number of clients who we work with. Recognizing our capacity enables us to devote our time and resources to thoroughly knowing and understanding the needs of our clients. Because of the in-depth planning, time and attention that we give each of our clients and our background, we are generally best suited to work with individuals and families approaching retirement or thinking of retiring, typically ages 50 and over.
Second, unlike a lot of financial services firms that offer various products to many people, Unified Retirement Planning Group specializes in only three areas. Retirement Income Planning, Investment Management, and Legacy Planning. We have several advanced planning designations that give us the knowledge to help make complex financial topics easy to understand and implement for our clients. Learn what our designations mean for you.
Last, we are an independent firm. This means that we do not have a "product of the month" to "sell." All of our recommendations are customized to our individual client's needs based on a comprehensive written retirement income plan that is completed together at the beginning of our relationship.
We believe that these factors make Unified Retirement Planning Group unique in this industry.
URPG Office, free parking, handicap accessible
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
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