Services

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

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. 

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

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

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.

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