ARE YOU ON THE PATH

TO FINANCIAL FREEDOM?

Take Our 2-min Quiz and receive a

1-Page Complimentary

Financial Assessment

Personalized Just for You!

There's No Cost or Obligation,

Let's Talk About

Your Financial Goals.........

Click Here to Book a Meeting or Call (847) 592-5405

As Planning Specialists

We help people with...

  • 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

America United Wealth Planning/America United Retirement Planning BBB Business Review

Certified Financial Fiduciary

20 min. Webinar on Demand

Income in Retirement

The 4% Rule Explained,

How to get Income in Retirement and

How to Not Outlive Your Money!



The 4% Rule to Secure Retirement Income has Changed!


No Income, Less Income or Even Outlive Your Money in Retirement


The 4% Rule John Davis 20 min Webinar on Demand Presentation