About | Bloomingdale Retirement Planner | America United Wealth Planning (NW Chicago Suburbs)
Serving Bloomingdale and the Northwest Chicago suburbs: Addison • Carol Stream • Itasca • Schaumburg • Hoffman Estates • Palatine • Rolling Meadows • Elk Grove Village • Roselle • Streamwood • Hanover Park • Arlington Heights • Bartlett • Wheeling • Mount Prospect • Des Plaines • Park Ridge • Medinah • Inverness • Barrington • South Barrington • and nearby communities
Meet Your Retirement Income Specialist
About America United Wealth Planning
Great things start with a Simple Conversation.
We’re located in Bloomingdale, Illinois and have served families in our community since 1982.
Our focus is simple: help retirees and near-retirees turn savings into a retirement paycheck they can count on.
No cost • No obligation • Spouses encouraged • Illinois residents only
John T. Davis, CFF®
Clear guidance for retirement decisions that feel overwhelming.
Who We Are
America United Wealth Planning was founded by John T. Davis, a retirement planning professional who has helped
people nearing retirement and those already retired since 1982.
John holds the Certified Financial Fiduciary (CFF®) designation, reflecting a commitment to put a client’s
interests first and to explain options in clear, straightforward language.
Our Focus
Retirement income planning (not day trading)
How We Help
Simplify decisions and reduce costly mistakes
What This Means for You
You get a plan built around income, not just investment performance
We coordinate Social Security with your withdrawals and survivor needs
We help you evaluate rollover choices (IRA vs 401(k)/403(b)) carefully
We prioritize risk control early in retirement (sequence-of-returns)
We consider tax impact and RMD planning as part of the strategy
