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Commitment - Flexibility - Choices

 

Meeting Your Diverse Needs

 Joseph L. Tomei, CLU, ChFC

   
  Employer Sponsored Plans Individual Strategies 
  Client Size         Organization Type       Individuals
                          Small Startup Plans
 to Large Plans
      Profit or Non-Profit       Retail 
                   
  Service Model       Product        
  Bundled or Unbundled       Registered or Unregistered        
           
         
   Total Retirement Suite        
   Defined Contribution       Defined Benefit       Retirement Income Planning 
   401(k)       Traditional        Retirement Income
  403(b)       Cash Balance        Strategies
  457                
                   
ESOP       Nonqualified
  Non-Leveraged       Defined Benefit       Mutual Funds
   KSOP       Financing Options        





 
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Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St., Decatur, IL 62522. 217-425-6340.
Tomei Insurance Agency is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc.
Insuring: Gurnee, Waukegan, Zion, Mundelein, Libertyville, Grayslake, Antioch, Ingleside, Round Lake, Round Lake Park, Round Lake Beach, Beach Park, and Great Lakes, Illinois as well as Kenosha, Racine and Pleasant Prairie, Wisconsin. Along with other counties in Lake County, IL and we're just a short 40 miles north of downtown Chicago.
 Check the background of this firm on FINRA’s 
 BrokerCheck<http://brokercheck.finra.org/Firm/Summary/18557>.
Check the background of this investment professional on FINRA’s
BrokerCheck<http://brokercheck.finra.org>.
 
223 N. IL Route 21 (at Washington St) | Gurnee, IL 60031
Toll Free: (877) 336-8595 | Local: (847) 336-8595 | Fax: (847) 336-6598 |Email Us
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