Family Based Retirement and Estate Planning

Retirement and Estate 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 Retirement and Estate Planning

Because Planning is About Love of Family, Not Just Money

America United Wealth Planning is a team of expert retirement planners based out of Schaumburg, Illinois. We strive to provide our customers with an exceptional experience when Retirement Planning in Illinois. Our 30+ years of experience and professional staff of planners and lawyers 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 includes income planning, long term care 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.

Retirement and estate planning services from America United Wealth Planning provides an unparalleled degree of excellence.  Start out by looking at some of our reviews. You can also ask us about our comprehensive pre retirement planning and estate planning, My FamilyShield Plan!

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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 or insurance company.  Out focus is on the family, and what your loved one’s experiences will be, rather than on fees or commissions.  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.

My FamilyShield Plan

Our comprehensive retirement and estate planning program that looks at all of your assets, and makes sure that not only is your family financially prepared for retirement, but that you have all of the necessary legal documents in place to maintain control over your assets, and pass on your legacy to those you love the most.

Estate Planning

Give a love letter to your family. Estate Planning provides loved ones with clear instructions on what you want done after you pass. It takes much of the hassle and stress out of an already difficult time, and lets your family come together and focus on healing.

Long-Term Care Planning

Long-term medical costs are one of the biggest threats to a retirement nest egg, and planning how to pay for them today means your legacy can go to those you love the most, and not a nursing home. It means never having to be a burden to your family, aging with dignity, and maintaining control over what you spent a life-time building.

Social Security Benefits Planning

Maximize the most powerful retirement asset you have. We're experts with timing strategies, and ensuring your spouse doesn't lose out on their benefit. This means you don't lose out on money your family earned, and you don't have to lose your lifestyle

Retirement Income Planning

Where and when will you take income from your various assets and how much? An income plan is a year by year breakdown of your retirement finances that takes into account outside forces such as inflation. It takes the anxiety and worry out of knowing what your income picture will look like. It means you don't have to lose your lifestyle

Medicaid Planning

Medicaid Planning is the process by which we help a loved one qualify for a medicaid bed without depleting the family assets to do so. What this means, is your loved one gets to preserve their legacy, and pass it on to those they love the most, rather than a nursing home.

Schedule a Free consultation

 Let us do a FREE Retirement Income Analysis for your Family.

A Retirement Income Analysis lets you see all of your Retirement Income Sources listed on one page, and how long they will last for you.  It lets us start a conversation about you, your family, and what type of experiences you want them to have while you’re retired.   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 retirement and estate 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

CEO/ Retirement Planner
Retirement and Estate Planning in Schaumburg Illinois
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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