Our Commitment is to You

"The idea of planning for retirement can be overwhelming. Finding someone that doesn’t just pitch products even more challenging. Our professional planners are ready to listen, and ready to make your goals our goals. You can have someone at your side to make sure everything is done right; and after we produce your plan, we stand behind our work - because everything we do is based around forming a long-term working relationship."

Here's What Our Clients Say:

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 him as my financial advisor, but I am even more proud to call him my friend.

Lyndon M. Flossi

Here's What Our Clients Say:

My wife and I met with John to discuss our 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 5 years ago, we are doing just fine, and still keep in touch with John on a business and on a friend level.

Bill Fehling

Here's What Our Clients Say:

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 gentlement in their field!

Phyllis Kleinhoffer Peterson

Here's What Our Clients Say:

We are enjoying working with John and Anthony, they ask the best questions and really listen to what your vision of retirement is. Check our one of their seminars, it's a great opportunity to start thinking about the stuff you haven't thoght of an to start acting on what's important to you.

Victoria Hughes

Here's What Our Clients Say:

Doing business with John has always been in a very professional and freindly manner. We were always educated and informed of every step in the process of the instrument we sought. I have very high respect and confidence in John for any financial guidance we should need.

Don Betker


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 clients.

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 to 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 one. We highly recommend John to anyone who has financial planning needs.

SCC, Schaumburg


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 Zak


GREETINGS, I must say you have a flawless timeline and your posts are quite fascinating, I don't normally write on comment sections but your profile caught my attention and I would love to get closer. we are not friends on here. Kindly add me as a friend. Thank you! best wishes!

Louis Byers


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!

Cathy Ross


John was very easy to work with. He understood our needs, was very helpful in explaining a lot of information, and set us up with a great plan for our retirement.

Mike and Carol


I love everything they did for me.


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