What Sets Us Apart

What Makes America United Wealth Planning Different from other Retirement & Estate Planning Firms?

There are many retirement planning firms and estate planning attorneys in the Chicago area for you to choose from to help achieve your retirement or estate planning goals. Most provide similar descriptions of their services, processes and reputations. So what makes America United Wealth Planning the best retirement planner, truly standing out from the rest?

family is the main focus

It's that as independent planners, we see ourselves as advocates for your family's interests, rather than the interests of a brokerage firm or insurance company. Our 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, that focuses on listening to the client's needs and goals, rather than reducing relationships down to numbers.

commited to our ideals

This commitment has resulted in thousands of successful planning relationships over a span of thirty years and a customer base who have repeatedly referred our services to family members and friends for their own planning needs. This would be impossible to do without our commitment to our ideals.

our mission

Our Mission is to provide our clients with an exceptional planning relationship. We are successful when we form a long-term relationship, advocating for the interests of our client, as they define them.

BUILDING TRUST

Trust, value, integrity, fairness and good business ethics are embedded in the heart and soul of America United Wealth Planning and we hold true to these principles daily. We view each encounter with a new or returning client as a privilege and strive to provide our best and be our best each and every time

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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.

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