United Wealth Strategies, LLC

The CERTIFIED FINANCIAL PLANNER™ Professionals, Retirement Planning Specialists, Qualified Plan Specialists & Financial Consultants of United Wealth Strategies, LLC are active members of the Chatham / Springfield community.  We are dedicated to helping our clients, individuals and businesses alike, develop and implement wealth strategies to achieve their business and personal financial goals and plan the path to their financial futures.

Our multi-faceted experience and steadfast commitment to educate our clients regarding all financial choices available to them is what you should expect from your financial professionals.  We use our many years of practical business experience to work with you to make intelligent, well thought through financial decisions.

We actively work to keep abreast of emerging issues which impact the process of providing guidance to our clients.  Our unique combination of credentialing and business experience ensures you receive guidance which considers all pertinent elements of your financial profile.   Our professionals continually improve their skills as a FINRA registered investment advisor representatives.   All personnel regularly attend financial industry specific training and seminar programs and one or more of our members hold memberships with the following professional organizations:
 

• Certified Financial Planner Board of Standards, Inc.
   
• AICPA – American Institute of CPAs 
   
• ICPAs – Illinois Society of CPAs 
   
• NAIFA-National Association of Insurance and Financial Advisors
   
• FEI – Financial Executives International 
   
• MDRT-Million Dollar Round Table
   
• Springfield Chamber of Commerce
   
• Chatham Chamber of Commerce (Mr. Hunt, Past-President) (Mr. Parks, Treasurer)

 

Our "voice of the client" approach to financial advice and planning services puts the client’s goals and objectives at the foundation of the planning process.  Working jointly with our clients to discuss and agree to commit to long-term financial strategies means strategy comes first before products.  When we agree to work together, we commit to take the time to work with you on a regular basis to review progress toward achieving your financial success.  This process includes ongoing validation that the underlying strategy continues to drive you forward toward achieving your financial objectives. 

AXA Advisors, LLC and its representatives do not offer tax or legal advice.  We will work with you to contact your/appropriate tax and/or legal advisors regarding your specific circumstances as the need arises.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.