RETIREMENT PLANS
Corporate / Individual

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RETIREMENT PLANS

Wine Sergi has the experience necessary to connect individuals and small to large companies with the right plan for their retirement needs and goals. We work with you toward building individual retirement plans and programs to fit your needs and budgets in order for you to retire and be financially independent at your desired retirement age. These are just a few of the plan options that are most common:

  • 401K
  • Pensions
  • Profit Sharing
  • Defined Benefits / Defined Contribution Plans
  • Nonqualified Deferred Compensation Plans
  • Other Employer Sponsored Retirement Plans

Please contact us to discuss the best solution for you and/or your company’s retirement needs.

For more information please contact

Geary Axen
P: 630-513-6600 x 5848
F: 630-587-7748
E: gearya@winesergi.com

Wine Sergi Insurance
225 Smith Road
St. Charles, IL 60174

Securities offered through Waterstone Financial Group.
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