We take the time to listen to your goals and figure out where you are on your financial journey. We will help you create the right financial plan to achieve your goals and address the obstacles. The journey to financial success is easier when someone works with you every step of the way. 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 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.
Services
Our ideas and vision are what set America United Wealth Planning apart. There's no shortage of estate planners in Illinois who can help you on a purely transactional level with an estate plan. However, when you're looking for more than just a transaction, that's where America United Wealth Planning shines.
What Makes America United Wealth Planning Different from other Retirement & Estate Planning Firms?. There are many estate planning firms in Illinois to choose from to help achieve your estate or retirement planning goals. Most provide similar descriptions of their services, processes and reputations.
Give a love letter to your family. Tax-Free Wealth Planning provides loved ones with the most you can give them. It lets you avoid the common costly mistakes people make dealing with the IRS, probate courts, or with assisted care and nursing homes. The Do's and Dont's of transferring costly assets like your home, 401k, or IRAs to your family.
As a Business Owner with 1 to 100 employees, there are retirement plans for business like yours, defined by the Internal Revenue Code, that can help you cut your current tax bill by $30,000, $40,000, $50,000 or more. You can attract and retain talent with the biggest marker of business success-a Business Retirement Plan.
Income is a big part of what can make or break your retirement and your ability to maintain your lifestyle for you and your loved ones. We can increase your Retirement paycheck through our knowledge of Social Security, and Retirement Benefits. We can make sure you hit your desired monthly income in retirement, and maintain it throughout your life, regardless of inflation, the market, or tax changes.
