America United Wealth Planning

America United Wealth Planning We're a small boutique firm that specializes in helping families work through retirement problems. Legal
2. Income Planning
3.

We help families structure their finances and put into place legal documents, that help remove the burden of aging from their loved ones. There are three critical fundamentals to protecting your family from future crises:
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1. Long-term Care Crisis Planning
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What do these three things mean? They're the difference between going into the unknown prepared or unprepared. Its everything we already kno

w, but most advisors or legal experts ignore. For years, firms have been trained to be all things to all people, yet common sense tells us that specialists provide the best advice and guidance in a particular area. That's why our focus is retirement pre-planning and crisis prevention, rather than just asset management. We know LTC is a topic no one wants to discuss, and we've all seen the pain in families impacted by an unexpected medical tragedy, or scrambling to get the necessary legal documents in order. That's why we made it our mission to ensure our clients are ready in case it becomes a topic they have to discuss
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America United Wealth Planning has been in business since 1982, we are fiduciaries, with both an A+ rating with the Better Business Bureau, and approved by the National Ethics Association. Its our mission to make the tweaks now, so when something unexpected occurs, your family doesn't have to go into the unknown unprepared. If you have the right plan, nothing is unexpected.

“When one door of happiness closes, another opens; but often we look so long at the closed door that we do not see the o...
07/25/2025

“When one door of happiness closes, another opens; but often we look so long at the closed door that we do not see the one which has been opened for us.”

With fixed annuities, you receive a specified rate of return because your principal is not invested in the markets, so y...
07/24/2025

With fixed annuities, you receive a specified rate of return because your principal is not invested in the markets, so your returns will not fluctuate accordingly.

With Life Insurance a “Standard Risk” is a person who, according to a company's underwriting standards, is considered a ...
07/23/2025

With Life Insurance a “Standard Risk” is a person who, according to a company's underwriting standards, is considered a normal risk and insurable at standard rates. High or low risk candidates may qualify for extra or discounted rates based on their deviation from the standard.

Stress Can Effect The Mind: Stress is one of the brain’s worst enemies. Over time, chronic stress destroys brain cells a...
07/22/2025

Stress Can Effect The Mind: Stress is one of the brain’s worst enemies. Over time, chronic stress destroys brain cells and damages the hippocampus, the region of the brain involved in the formation of new memories and the retrieval of old ones. Studies have also linked stress to memory loss.

A Living Will is a written legal document, also called a "medical directive" or "advance directive." It shows what type ...
07/21/2025

A Living Will is a written legal document, also called a "medical directive" or "advance directive." It shows what type of treatments you want or don’t want in case you can’t speak for yourself, like whether you want life support. Usually, this document only comes into effect if you’re unconscious.

“The best way to appreciate your job is to imagine yourself without one.”
07/18/2025

“The best way to appreciate your job is to imagine yourself without one.”

Permanent Life Insurance policies often come with cash value components, which you can withdraw from or borrow against. ...
07/17/2025

Permanent Life Insurance policies often come with cash value components, which you can withdraw from or borrow against. Living benefit riders allow you to receive some or all of your death benefit if you become sick or disabled.

In life we will do everything we can to help those we love. Life insurance allows us to ease financial associated stress...
07/16/2025

In life we will do everything we can to help those we love. Life insurance allows us to ease financial associated stress after we pass. It will provide cash benefits to cover final expenses, help replace income from you and add some protection to their financial future.

Evidence of Insurability is a statement of the prospective policyholder’s physical health and other information, such as...
07/15/2025

Evidence of Insurability is a statement of the prospective policyholder’s physical health and other information, such as assets and income, which helps the insurance company decide whether the applicant is eligible for insurance, the amount of risk they pose to the company and what premium the company will charge.

Experts recommend at least 150 minutes per week of moderate-intensity aerobic exercise, and muscle-strengthening activit...
07/14/2025

Experts recommend at least 150 minutes per week of moderate-intensity aerobic exercise, and muscle-strengthening activities at least two days each week.

"Wherever you go, go with all your heart."
07/11/2025

"Wherever you go, go with all your heart."

The face value of a life insurance policy is the death benefit the policy will pay. If you take out a $100,000 life insu...
07/10/2025

The face value of a life insurance policy is the death benefit the policy will pay. If you take out a $100,000 life insurance policy, $100,000 is the face value. That value can change over time as you borrow from the policy or increase the amount of coverage you have. Face value is not the same as cash value, which is the excess premiums you’ve paid plus interest earned, which accumulates in the policy’s cash value account.

Address

1900 E Golf Road Ste 950
Schaumburg, IL
60173

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(847) 592-5405

Website

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