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Financial Strategies

 

 

 

 

The art and science of accumulating, protecting and distributing wealth through insurance and other financial planning strategies.

 

 

 Asset Protection                   Wealth Transfer                       401K Distributions
 Estate Planning                    Business Planning                      Estate Tax Concepts
 Charitable Giving                    Wills and Trusts                      Retirement Solutions
 College Tuition                    Long Term Care                      Keeping it in the Family
 Executive Benefits                    Annuity Options                      Tax-Deferred Accumulation

Taxes, poor returns and long term care expenses are the three main threats to your wealth. We have proven and innovative strategies that can reduce these and other threats.




 
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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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