Retirement Planning Process
the AUWP Way
Retirement and Estate Planning is about love of family not just money
Our ideas and vision are what set America United Wealth Planning apart. There’s no shortage of retirement planners or attorneys in Illinois who can help you on a purely transactional level with a retirement or estate plan.
However, when you’re looking for more than just a transaction, that’s where America United Wealth Planning shines. Our planners and attorneys are hands on and collaborative. We work with you, sharing our vision for your retirement or your estate plan. During this process, we ensure your involvement every step of the way. The retirement planning process is highly personal, focusing on your individual needs and goals. That’s why you meet with your dedicated planner or attorney at the outset of the process before any planning has begun.
What Our Clients Say
Trust and a Solid Reputation can only be earned with time, experience and performance. If you’re looking for a retirement and estate planning firm to help provide your family with guidance, than we hope you begin your search by reading some of our testimonials below, to see if our client’s experiences are what you are looking to find. We can talk about how hard we work to provide the best service possible, but it has much more meaning when it comes from the folks whom we have planned for in the past.
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."
John is someone we have worked with for a number of years and we always know he will steer us in the right direction with our assets. He is very transparent and honest with what will be best for our future. Thank you John. Two great knowledgeable gentlemen in their field!!