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America United Wealth Planning
Retirement Income • Illinois Residents Only

Turn Your Savings Into a Reliable Retirement Paycheck You Can’t Outlive

Schedule Your Complimentary Retirement Income Review Explore Your Lifetime Income Potential
No cost • No obligation • Spouses encouraged • Illinois residents only
Insights consistent with major retirement research reported in:
AARP U.S. News & World Report USA Today CNBC The Wall Street Journal Forbes Money

What We Help You Solve

Your retirement is more than a number — it’s a sequence of paychecks, decisions and risks that must work together.

  • How to turn retirement accounts into predictable income
  • When and how to claim Social Security for you and your spouse
  • How to protect savings from major market losses in retirement
  • Coordinating income from 401(k)s, 403(b)s, IRAs, pensions and annuities
  • Planning for a surviving spouse’s income and long-term care
  • Minimizing taxes where possible, including RMD planning
  • Structuring accounts to avoid probate and reduce financial chaos

Why Retirees Choose America United

  • Fiduciary standard: As a Certified Financial Fiduciary®, John is obligated to put your best interests first.
  • Retirement-only focus: We work primarily with retirees and near-retirees, not day traders.
  • Broad marketplace access: We compare 1,000+ retirement income plans from leading companies.
  • Income-first planning: Strategies designed so you can spend confidently, not fearfully.
  • Protective designs: Market-linked growth with protection from stock market losses.
  • Coordinated approach: Income, survivor protection, estate and tax-sensitive strategies working together.

Plan With Clarity Using Our Retirement Planning Tools

Use the tools below to understand where you stand — then schedule a review to see how to convert your numbers into a reliable income plan.

Our Three-Step Income-for-Life Process

1

Clarify Your Situation

We gather your current statements and use our calculators to understand where you stand today.

2

Design Your Income Plan

We compare 1,000+ retirement income options and build a plan that coordinates all your retirement resources.

3

Implement & Review

We help implement the plan and review it regularly so you can adjust as life and markets change.

Schedule Your Retirement Income Review
Video or phone • Illinois residents only • Spouses encouraged

Meet Your Retirement Income Specialist

For over four decades, America United has helped Illinois families move from uncertainty to confidence about their retirement income. As a Certified Financial Fiduciary®, John T. Davis is committed to putting your interests first and explaining your options in clear, straightforward language.

If you’re already retired or planning to retire in the next 5–10 years, now is the time to make sure your savings are positioned to provide income you can’t outlive — with protection from market downturns and surprises.

CONTACT

America United Wealth Planning

1900 E Golf Rd Suite 950

Schaumburg, Illinois 60173

Tel. 847.592.5405

john@AmericaPlanning.com

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