“Find Out Where You Stand on the Top 10 Retirement-Destroying Risks”
As Planning Specialists
We help people with...
MortgageMax - Avoid Expensive Refinancing
Social Security Maximization
Maximizing Retirement Income all Sources
Social-Security-Like Income Annuity Plans
Replacing lost Social Security Survivor Income
Tax-Free Rollovers of 401k's 403b's & IRA's
Insurance, Life, Long-Term Care, Final Expense
Estate Planning, ILIT's, Wills, Trusts, POA's
Survivor's Guides, Quality of Life Directive's
Beneficiary Liquidity Plan's for Survivor's
Asset Protection from Probate and Creditors
Are You Nearing Retirement
or Already Retired?
When it comes to Retirement Life
You have two goals to enjoy a Successful Retirement....
1. If Pre-Retired you must be fully Prepared to financially survive your retirement years.
2. If already Retired, you want to Stay Retired and Never Outlive Your Money.
Here is a small sampling of the concerns you must addressed today:
Concern that rising health care costs could decimate your years of retirement planning.
Concern that you haven't socked away enough to live comfortably throughout retirement.
Concern that retirement strategy you choose will provide you with the largest monthly Social Security check possible.
Concern that you won't be able to afford long-term care should the need arise.
Concern that inflation could negatively impact your retirement plan.
Concern that you may have to go back to work either full or part time in retirement.
If nearing retirement or already retired, to Help You Know where you stand we created an assessment that can help you in making your retirement planning decisions today and how those decisions will effect your retirement tomorrow. Take 5 minutes and receive a 4-Page Complimentary Pre-Retirement or Post Retirement Assessment Report Personalized Just for You! There is No Cost or Obligation.
CONTACT
America United Wealth Planning
1900 E Golf Rd Suite 950
Schaumburg, Illinois 60173
Tel. 847.592.5405
john@AmericaPlanning.com
John T. Davis Certified Financial Fiduciary
Family Owned Since 1982
The information presented on this website is for educational and informational purposes only and should not be construed as financial, tax, or legal advice. Product features, rates, and benefits may vary by state, carrier, and individual circumstances. Guarantees are based on the claims-paying ability of the issuing insurance company. Past performance does not guarantee future results. Consult with a licensed financial professional before making any financial decisions. United America Financial Services is an independent financial services organization. We are not affiliated with, endorsed by, or an agent of any government agency. All strategies and concepts discussed are subject to applicable laws and product availability and change. © 2025 United America Financial Services. All Rights Reserved.