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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.   |  248-895-2253