United Wealth Strategies, LLC - Financial Planning, Insurance & Investments

Uniting Business & Personal Strategies for Wealth ® ™

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)

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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.
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

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Newsletters

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Stalking the Mighty Consumer

Economists, traders, investors, and policymakers all take great interest in the financial health of consumers and what they may do next.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

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