Nancy Tommaso
NT Financial Services
7608 N. Waukegan Rd.
Niles, IL 60714
www.ntfinancialservices.com
E-mail: nancy@ntfinancialservices.com
Tel: 312-224-1600
Mobile: 847-275-9011
Financial professional who helps individuals and business owners keep more of their money through long-term planning and by minimizing their costs and exposure to risk. Recommends and implements solutions that are based on an analysis of her clients’ needs.
Services provided
- Planning – Review of expenses, net worth, future income, insurance and estate planning issues – to make sure your money lasts as long as you do!
- Business valuation, exit planning and wealth transfer for business owners.
- Group benefits – health, group non-med (disability, life insurance, dental and vision), retirement plans.
Who I work with
- Individuals and families
- Small business owners
- Affluent persons who need additional services
Why it’s important to talk to an independent financial advisor
- Unbiased advice – not compensated for recommending one product over another
- Planning helps you track your spending and savings and allows you to monitor your progress toward achieving your financial goals
- Nothing is ever accomplished without having a plan!
- Working with a trusted advisor helps take the worry out of managing your investments and protecting your family or business from the unexpected.
If you’d like the opportunity to have a professional review your financial plan, and make sure that you are on track to achieve your financial goals, call Nancy at 312-224-1600 to schedule a consultation.
You cannot escape the responsibility of tomorrow by evading it today.
Abraham Lincoln
Memberships: Wilmette Chamber of Commerce, Skokie Hospital Women’s Board, Step Up Women’s Network, Board Chair, 2009-10
