A LIBRA Member Firm
A LIBRA Member Firm
Our Services
Estate Planning
While the idea of estate planning can sound daunting, it can save you and/or your family from undue stress and confusion in the future.
Life Insurance
At the forefront of life insurance there is always a death benefit. Whether it is used to protect your family, provide supplemental retirement income, or as an estate planning tool, that death benefit can be used in conjunction with your financial plan to meet your goals.
Retirement Planning
Life insurance, as you know, provides valuable death benefit protection. What many people may not realize is that life insurance can provide additional value when used as a supplemental retirement tool to reduce your taxes in retirement.
Charitable Planning
By utilizing life insurance, it is possible to offer a meaningful gift to charity, while still transferring most of your wealth to your loved ones.
Business Continuation Planning
ETSG specializes in business planning to transition the business at retirement and protect it from one of the biggest risks, losing a key employee.
Kurt Dombro
CLU, ChFC, MBA
Managing Partner
Wealth Planning Advisor
12799 Hyland Cir | Boca Raton, Fl 33428
Email: kurt.dombro@libraiip.com
Office: 561-395-7200
Cell: 561-350-8701
Fax: 561-395-7207
Kurt is a Managing Partner of Estate and Trust Services Group, LLC (ETSG), and a member of Insurance Designers of America (IDA). Kurt’s expertise centers on supporting the Advisors of the Financial Securities industry. His background and over 30 years of experience in estate planning, taxation, finance and investments, makes him an excellent resource for helping identify and solve the complex issues associated with the client’s financial needs.
His areas of proficiency include:
- Wealth Preservation and Transfer
- (Comprehensive Financial & Estate Planning, Asset Protection, Charitable Planning, Life Insurance Strategies and issues associated with a Disability or other Long-Term illness)
- (Qualified and Non-Qualified Retirement Planning and Retirement Distribution Strategies)
- (Buy-Sell Agreements, Business Continuation and Transition Planning, Key Person Planning, Deferred Compensation and Group Benefits)
Prior to ETSG, Kurt managed the Wells Fargo Business and Estate Planning Department for the Florida territory. He was a managing member of the Prudential Securities (Wachovia Securities) Estate Planning Council. Kurt was the Estate Planning Consultant for Smith Barney in suburban New York and was a Regional Estate Planning Specialist for Merrill Lynch in suburban New York City and the Washington, DC territories.
Kurt is a qualified continuing education instructor for attorneys, CPAs and financial professionals. He lectures on a variety of financial, insurance, taxation and estate planning concerns in client and broker seminars and has appeared on various television and radio programs concentrating on taxation, finance and estate planning. He has also written a series of articles for the Alzheimer’s Association addressing issues concerning “Estate Planning for Long-Term Care“. Additionally, Kurt has written for university and non-profit publications on the topic of “Charitable Giving and Wealth Replacement Planning”.
Kurt holds an MBA from Loyola University, Chicago, and is a graduate of Miami University of Ohio. He earned the following designations from the American College, Bryn Mawr, PA.: Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU). Kurt holds life, accident and health licenses, in multiple states as well as Series 7 and 63 registrations. He is a past member of the International Forum, and the Society of Financial Services Professionals (FSP).
Military Service: US Army Engineer Officer, Ranger, Airborne Qualified
Kurt Dombro
CLU, ChFC, MBA
Managing Partner
Wealth Planning Advisor
12799 Hyland Cir | Boca Raton, Fl 33428
Email: kurt.dombro@libraiip.com
Office: 561-395-7200
Cell: 561-350-8701
Fax: 561-395-7207
Kurt is a Managing Partner of Estate and Trust Services Group, LLC (ETSG), and a member of Insurance Designers of America (IDA). Kurt’s expertise centers on supporting the Advisors of the Financial Securities industry. His background and over 30 years of experience in estate planning, taxation, finance and investments, makes him an excellent resource for helping identify and solve the complex issues associated with the client’s financial needs.
His areas of proficiency include:
- Wealth Preservation and Transfer
- (Comprehensive Financial & Estate Planning, Asset Protection, Charitable Planning, Life Insurance Strategies and issues associated with a Disability or other Long-Term illness)
- (Qualified and Non-Qualified Retirement Planning and Retirement Distribution Strategies)
- (Buy-Sell Agreements, Business Continuation and Transition Planning, Key Person Planning, Deferred Compensation and Group Benefits)
Prior to ETSG, Kurt managed the Wells Fargo Business and Estate Planning Department for the Florida territory. He was a managing member of the Prudential Securities (Wachovia Securities) Estate Planning Council. Kurt was the Estate Planning Consultant for Smith Barney in suburban New York and was a Regional Estate Planning Specialist for Merrill Lynch in suburban New York City and the Washington, DC territories.
Kurt is a qualified continuing education instructor for attorneys, CPAs and financial professionals. He lectures on a variety of financial, insurance, taxation and estate planning concerns in client and broker seminars and has appeared on various television and radio programs concentrating on taxation, finance and estate planning. He has also written a series of articles for the Alzheimer’s Association addressing issues concerning “Estate Planning for Long-Term Care“. Additionally, Kurt has written for university and non-profit publications on the topic of “Charitable Giving and Wealth Replacement Planning”.
Kurt holds an MBA from Loyola University, Chicago, and is a graduate of Miami University of Ohio. He earned the following designations from the American College, Bryn Mawr, PA.: Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU). Kurt holds life, accident and health licenses, in multiple states as well as Series 7 and 63 registrations. He is a past member of the International Forum, and the Society of Financial Services Professionals (FSP).
Military Service: US Army Engineer Officer, Ranger, Airborne Qualified