Testimonials

Retirement and Estate Planning is about love of family not just money

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 some 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 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.

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
Over the past year my husband and I have worked closely with John and Anthony Davis on preparing for our retirement years. Anthony was very kind and extremely helpful as we laid out our trust. We feel a great sense of relief knowing important and uncomfortable issues have been addressed. Anthony's wisdom and assistance was reassuring. Thank you Anthony. 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!!
My wife and I met with John to discuss or retirement path. John explained his fiduciary responsibilities and moral obligation to work in OUR best interest. He spent time reviewing our situation, and our goals and then offered courses of action. There was absolutely no pressure on anything. Well, that was over 5 years ago, we are doing just fine, and still keep in touch with John on business and friend level.
Bill Fehling
29 Jun 2018
My wife and I have done our financial business with America United Wealth Planning for years. Doing business with John has always been done in a very professional and friendly manner. We were always educated and informed of every step in the process of any instrument we sought. I have very high respect and confidence in John for any financial guidance we should need.
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Donald Betker
9 Feb 2016
“It is rare these days to find someone who takes such a personal interest in one’s financial well-being as does John. He has assisted me with important financial issues, which were all researched and provide great benefit to me and my family. I have referred him to other family members and friends. In addition to his well-rounded knowledge and experience, John’s most impressive attributes are his integrity and big heart. Those who have had the good fortune to work with him know precisely of what I speak. I am proud to refer to him as my financial advisor, but I am even more proud to call him my friend.”
Lyndon M. Flossi
23 Jul 2009
“My wife and I had been looking for a good financial advisor who is friendly, client focused, has excellent financial knowledge and experience, and constantly provides reviews and updates to the client. We were very blessed to meet John a few years ago and he is exactly the financial advisor we were looking for. We have done our financial business with America United Wealth Planning since and we are very satisfied with the services that John has provided us. We are honored to refer him as our financial advisor and friend. We all know there are several hundred options for collecting Social Security benefits. With John’s advice, we have done comparisons on many different scenarios and proven that his recommendation is the best. We highly recommend John to anyone who has financial planning needs.”
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!!
My husband and I have been working with John for the past year to put a retirement plan in place. He seems very knowledgeable, and we feel he has come up with good options for us. It’s a pleasure to work with someone with such integrity and good humor, who truly seems to have our best interest at heart!
John, provides one-on-one attention and thrives to give you the best options to financially meet your needs. I would personally recommend him to anyone.
Tim Griffin
8 Jan 2016

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