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Financial Strategies

The Art & Science of Accumulating, Protecting and Distributing Wealth thru Insurance & other Financial Planning Strategies.

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

Taxes, Poor Returns, & Long Term Care Expenses are the three main threats to your wealth. We have proven & innovative strategies that can reduce these & other threats.



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 areas in Lake County, IL and we are a short 40 miles north of downtown Chicago.




 
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Securities offered through Investment Planners Inc. Member FINRA/SIPC 226 W. Eldorado St., Decatur IL 62525, Tomei Insurance Agency is not affiliated with Investment Planners Inc
 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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