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224.220.9949

Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Thomas Insurance and Financial Services, Inc., we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Thomas Insurance and Financial Services, Inc., you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our specialists can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Thomas Insurance and Financial Services, Inc. is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Thomas Insurance and Financial Services, Inc. today to see how Financial Planning can help achieve your goals.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

Our Locations

Barrington Office

117 South Cook Street
Barrington, IL 60010
Main office: 224-220-9949

Chicago Office

3413 North Paulina Street
Chicago, IL 60657
Main office: 224-220-9949

Our Providers

We have had our insurance with the Thomas Insurance Agency for several years and they have been great to work with! Tom Zagorski has consistently provided excellent coverage with top rated insurance companies at a affordable price. We highly recommend Tom and his agency for their insurance industry knowledge and prompt, reliable service!
Ingrid Frankian