Think Revenue Strategies

What

Business

Revenue

Consulting

Household

Mortgage and Liability Management

Personal Finance and Planning

Resources

News

Video Links

About Us

Our

Partners

What

Think Business Revenue Consulting

Focused on Small to Medium Sized businesses, we offer a wide range of expertise to help companies reduce liabilities and increase bottom line profit and business value. Our top priority is understanding your goals as a business owner, and helping you chart a course for reaching them through strategic planning and action.

Think Household Mortgage and Liability Management

Many people have a financial planner to advise on growth of financial assets. Few people have an advisor to manage liabilities, and for most homeowners their biggest liability is their mortgage. We specialize in creating a roadmap for managing them in a way that best suits your goals, working with 100+ of the nations top lenders.

Think Personal Finance and Planning

Whether your next step is to purchase your first home, getting married, having kids, setting up a college fund, preparing for long-term care, or anything in-between, we have the resources to help you make the right long-term decisions. Our goal is to build a Lifetime relationship with clients through trust, value, peace-of-mind, and results.

Business Consulting

Focused on Small to Medium Sized businesses, we offer a wide range of expertise to help companies reduce liabilities and increase bottom line profits. Our top priority is understanding your goals as a business owner

Business

Revenue

Consulting

Think Business Revenue Consulting

You're a successful business owner. But what's next? What kind of legacy are you building for yourself or your successors? Is your ultimate goal to sell? If so, what is your company actually worth? And how do you avoid losing what you've earned from taxes? What does retirement look like? And what does your work-life balance look like today?

How much are you working IN your business, vs. ON your business?

We've partnered with Lifetime Advisors to help guide you through these, and other important questions that are critical in navigating toward a successful outcome.

Through Lifetime Advisors and other partners, we provide:

Business Growth Planning

Tax Credits and Incentives

Strategic Tax Reduction

Capital Gains Planning

Succession and Exit Planning

Accounting Services

Fractional CFO Services

Commercial Loan Financing

Software and Business Systems Evaluations

Vendor Cost Negotiation/Reduction

Cybersecurity/Ransomware Risk Mitigation

Business and Personal Coaching

Our ultimate goal is to meet you where your needs are, focus on your goals, and create a Lifetime relationship built on trust, value, peace-of-mind, and results.

Household Mortgage and Liability Management

Think Household Mortgage and Liability Management

In 2022, 35% of Americans worked with a financial advisor. Financial Advisors may carry Series 6 and 7 licenses, as well as state licenses, that allow them to sell packaged securities, mutual funds, annuities, stocks and bonds. But when it comes to helping manage liabilities and offering financial tools to help best acquire credit and reduce interest paid, a financial advisor can only offer advice.

For advice on mortgages, commercial loans, and consumer financing, you need to speak with a Loan Advisor that has experience with the best financing options available for your specific situation. And there are MANY factors that impact what kinds of loans are available to you, yet alone what best meets your short and long-term goals.

We partner with the nation’s PREMIER Mortgage Broker, Edge Home Finance, which is licensed in most states and works with over 100+ of the nation's top lenders to offer premier loan products for nearly every situation:

Our ultimate goal is to meet you where your needs are, focus on your goals, and create a Lifetime relationship built on trust, value, peace-of-mind, and results.

Homeowners/Homebuyers

Purchase/Refi/Construction/ Consolidation/Home Improvement
FHA, VA, USDA, 203k renovation/ Conventional/ Non-QM/Jumbo
1st, 2nd Mortgage, HELOCs
All-in-One Equity Accelerator
FHA Reverse Mortgage
Loans Catered to Self-Employed, Bank Statement, 1099, High Ratio, Doctors, Asset Income Qualification

Real Estate Investors/2nd Home

Non-Owner Occupied up to 8 units
No Limit on Properties
Mixed Use Allowed, AirBNB, Fix and Flips, Short-term Financing
No Debt Rato, DSCR(Debt Service Coverage Ratio), Investor Cash Flow, No Credit Bureau Reporting
First Time Property Investors OK!

Commercial

Entity Lending
Commercial Cash-Out Refinance
Commercial Construction
Hard Money

Personal

Finance

and Planning

Think Personal Finance and Planning

Whether you're a business owner or not, a homeowner or not, or just looking to be the best version of you...YOU are the maestro to your own personal symphony of talents, assets, and goals. You are the conductor, and we bring together the instruments needed to compose and perform your music to perfection.

We bring a network of coordinated professionals that work together, like an orchestra, to help get you where you want to go:

Financial Planning and Asset Management

for every stage of life and income

Insurance Brokerage Services

Personal Coaching

Business Coaching

Homeowner Preparation and Education

Trusted Credit Improvement Partners

Home and Business Solar and Tax Credit Consultation

...and more services to come.

Our ultimate goal is to meet you where your needs are, focus on your goals, and create a Lifetime relationship built on trust, value, peace-of-mind, and results.

About

Think Revenue Strategies

Think Revenue Strategies was born from 30+ years in professional sales, sales training, management, and consulting.

From growing up in farm fields in a family of 14 in a small community...

to helping thousands of families with their mortgages and insurance...

to working at blue-chip companies including Oracle and Salesforce, consulting to solve business issues, improve customer experiences, and grow revenue with the worlds largest companies, as well as MANY small but powerful businesses...

I have a passion that crosses many industries and solutions.

The Eureka moment came with a realization that we are more than just the company we work for at any given time. I am the sum total of my past and future experiences, my network of thousands of professional contacts, and the desire that burns at my core to directly and positively impact people on a personal,

life-changing level.