Services
Services
Protection Planning
While no one can predict the future, I see uncertainty as a chance for opportunity. Let me guide you.
- Disability Income Insurance
- Life Insurance
- Long-Term Care Solutions
Estate Planning*
Your estate and trust planning deserve careful attention. I will help ensure your values are upheld for you and your loved ones.
- Estate Strategies
- Trust Services
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
Business Planning
I understand the value you bring to your business and the people who make your business successful. I will work with you to protect your employees’ best interest while helping to strengthen your firm as a whole.
- Buy-sell funding options
- Key Person Benefits
- Succession Planning
- Executive Benefits
- Retirement Strategies
Executive Benefits
I specialize in the design, implementation and administration of executive benefits plans that help to attract and retain key employees and protect your business with effective solutions now – to ensure a successful future.
- Executive Bonus
- Split Dollar
- Deferred Compensation
- Qualified Plans
Workplace Solutions
I know the financial well-being of your employees is important – and every employee’s needs will be different. Think Pro Advisors offers a range of comprehensive, effective employee benefits solutions to help protect your employees and key executives to help ensure them a successful financial future.
Retirement Planning
After a lifetime of work, it’s time to enjoy what you worked so hard to achieve. No matter where you are, I will help you plan for the future you deserve
- Retirement Distributions
- Pre 59 ½ Strategies
- 401(k) and IRA’s
- Social Security Benefits Strategies
- Risk Tolerance Transitions
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
afiore@financialguide.com | 248-895-2253