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Client Testimonials

What clients say about working with America United Wealth Planning — serving Barrington and the Northwest Chicago suburbs.

Integrity • Clarity • No pressure Call 847-592-5405
Our Commitment
Retirement planning can feel overwhelming. Our role is to listen first, build clarity, and help you make confident decisions. We aim to create a long-term relationship based on trust and doing what’s right.
Why clients refer friends and family
Clear explanations. Transparent guidance. And a process that puts your goals first — without pressure.

Here’s What Our Clients Say

★★★★★
“It’s rare to find someone who takes such a personal interest in your financial well-being. John researched options that benefited my family, and his integrity stands out.”
— Lyndon M. Flossi
★★★★★
“John explained his fiduciary responsibility and focused on our goals. There was absolutely no pressure — and we’re still doing great years later.”
— Bill Fehling
★★★★★
“John and Anthony were kind, helpful, and reassuring as we addressed important planning topics. Transparent, honest, and great to work with.”
— Phyllis Kleinhoffer Peterson
★★★★★
“They ask the right questions and really listen to your vision of retirement. It helped us start acting on what’s important.”
— Victoria Hughes
★★★★★
“Very professional and friendly. We were educated at every step, and I have high confidence in John for financial guidance.”
— Don Betker
★★★★★
“Client-focused, knowledgeable, and consistent with reviews and updates. John helped us compare Social Security scenarios and choose the best fit.”
— SCC (Schaumburg)
★★★★★
“Both John and Anthony explained my options thoroughly. No pressure at all — and they were patient as I talked things through with family.”
— Mickey Zak
★★★★★
“John is knowledgeable and brought us good options. It’s a pleasure working with someone with integrity and good humor.”
— Cathy Ross
★★★★★
“John was easy to work with, explained things clearly, and helped us put a great plan in place for retirement.”
— Mike & Carol
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Serving Barrington and surrounding communities
Barrington • South Barrington • Inverness • Lake Zurich • Hoffman Estates • Schaumburg • Northwest Chicago suburbs

Start With a Complimentary Conversation

No pressure. Just clarity about your retirement income options.

Educational content only — not investment, tax, or legal advice.
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Or tap the Talk button to speak with the Barrington assistant.

Barrington Retirement Planner

America United Wealth Planning

Tel. 847-592-5405

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