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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
Certified Financial Fiduciary
About Our Company
Our Company is America United Wealth Planning, and we have been serving our community and families like yours since 1982.
We are your neighbors located in Schaumburg Illinois,
Our company founder is John T. Davis, who is a professional retirement planning expert and Business Loan Specialist committed to improving your financial life.
John holds the designation CFF ®️, which stands for Certified Financial Fiduciary. This is the highest professional designation an individual can hold when it comes to truth, loyalty and putting your needs first.
America United Wealth Planning is an income planning firm dedicated to helping people worry less about their retirement savings, retirement income, and all of the unknowns during these unprecedented times in our country.
Imagine knowing exactly what your retirement income would be, guaranteed for the rest of your life, regardless of how long you live even if you run out of money. Sounds too good to be true, right?
Well, it isn’t if you use products that have been around for hundreds of years: insurance products.
AS CERTIFIED FINANCIAL FIDUCIARIES WE PUT YOUR BEST INTERESTS FIRST AND COMPARE THE BEST PLANS FOR YOUR RETIREMENT
Not all retirement plans are created equal, and we help sort through the clutter by utilizing comprehensive software that compares over 1,000 insurance company products based on your situation.
As an example, annuities are sometimes misunderstood, and they are not right for every person in every situation. But they do have a place in many retirees portfolio’s.
We offer a free, no-obligation review of your retirement objectives to see if annuities might work for you. We have helped tens of thousands of families place billions into annuities in the last decade.
RETIREMENT PLANNING MADE SIMPLE
AND EASY
Founder of both America United Wealth Planning and
SocialSecuritySuccess.com. John has worked with countless people nearing retirement and those already retired since 1982.
He's a frequent speaker on the topic of retirement income planning and estate planning. As a Certified Financial Fiduciary he is required by law to always put the interests of his clients first.
We use proprietary annuity software to get you the best performing annuity products based on your specific goals and objectives.
With over 70 Insurance Carriers offering over a 1,000 annuities to choose from. You know that you can be assured of truthful and unbiased recommendations.
We suggest that You do Business with People You can Trust. And that is why we are very proud to inform you that America United Wealth Planning is an Accredited A+ Rated Business, listed with the Better Business Bureau.
Click on the Better Business Logo.
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