Family Based Estate and Retirement Planning

Estate and Retirement Planning is About Love of Family, Not Just Money

Get Started in the Right Direction...It's As Easy As 1-2-3

Schedule a Meeting

We take the time to listen to your goals and figure out where you are on your financial journey.

Design A Plan

We will help you create the right financial plan to achieve your goals and address the obstacles.

Execute the Plan

The journey to financial success is easier when someone works with you every step of the way.

Family Based Estate, Business, and Retirement Planning

Because Planning is About Love of Family, Not Just Money

America United Wealth Planning is a team of expert Retirement, Estate, and Business retirement planners based out of Schaumburg, Illinois. We strive to provide our customers with an exceptional experience when Planning to create an Estate that will see you through your retirement years, and maximize the wealth transferred to the next generation.  Practicing in Illinois, our 30+ years of experience and professional staff of attorneys and certified financial fiduciaries will make your retirement planning experience a pleasure. We welcome you to our website to learn more about AUWP and our Family Focused estate and retirement planning services.

America United specializes in retirement and estate planning in Illinois, which Business 401k and Pension planning, Estate Planning, Wealth Transfer Planning, Social Security Planning, as well as trusts, wills, and powers of attorney.  Conveniently located off the 290 express way on Golf Road in Schaumburg, we service the state of Illinois.

Estate and Retirement planning services from America United Wealth Planning provides an unparalleled degree of excellence.  Start out by looking at some of our reviews.

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Our Services

There are many retirement planners in Illinois to choose from. Most provide similar descriptions of their services, processes and reputations.  So what makes America United Wealth Planning different and truly stand out from the rest?  

It’s that as independent retirement planners, we see ourselves as advocates for your family’s interests, rather than the interests of a brokerage firm, insurance company, or other outside third party institution.  Out focus is on the family, and what your loved one’s experiences will be.  This is reflected in our long-term, relationship based approach to planning, where the focus is on listening to the client’s needs and goals.

Schedule a Free consultation

 Let us do a FREE Wealth Asset Analysis for your Family.

A Wealth Asset Analysis lets you see all of your Assets and Retirement Income Sources listed on one page.  It lets us start a conversation about you, your family, and how to strategically structure your estate to pass on the most possible for the next generation.   It’s a gift of love for those that matter most. 

Happy Retired Couple on the Beach

“We are enjoying working with John and Anthony, they ask the best questions and really listen to what your vision of retirement is.  Check out one of their seminars.  It’s a great opportunity to start thinking about the stuff you haven’t thought of and to start acting on what’s important to you.”

-Victoria Romo Hughes

Three Ladies Sharing Laughs and Drinking Coffee Outside

“I’ve met with both John and Anthony to discuss retirement planning, my will and powers of attorney.  Both are very professional and explained all of my options thoroughly.  There was absolutely no pressure to do anything.  It was clear that whatever was done (if anything at all) was completely my decision.  They’ve also been exceptionally patient as I discuss things with my family.  I would highly recommend them!!”

-Mickey Zack

John T. Davis founded America United Wealth Planning in 1982 with the idea of creating a better kind of estate and retirement planning firm in Illinois.  The goal was to stay independent, and place the emphasis on forming long-term professional relationships with the client, focusing on the client’s goals, rather than just pitching products.  This is also why we have been able to achieve both an A+ rating with the Better Business Bureau, and are approved by the National Ethics Association

Our expert team

Professional Retirement Planner John T. Davis

John T. Davis

Certified Financial Fiduciary
Professional Estate Planning Attorney Anthony T. Davis

Anthony Davis

Estate Planning Attorney

Lets get started!

Great things start with simple conversations!

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