Services
Our services will provide a roadmap for YOUR wealth
Individual Account Management
We want to help you BUILD WEALTH for GENERATIONS. You work hard for your family and community; let us help preserve and pass along that prosperity. You can expect a personalized approach from our team. We don’t template, we personalize, giving you control to meet your objectives.
You’re looking for comprehensive services that focus on you. Often, a combination of tax efficiency, estate planning, risk management, and insurance planning are the tools necessary to get you there.
We bring our knowledge, relationships, and trust to meet these needs.
It all starts with you and a conversation. Contact Collins Advisors, LLC today.
Corporate Retirement Plans
We will analyze the best and most cost-efficient retirement vehicle for your company. Thinking of making a change? We offer no-cost risk and investment analysis for your current plan.
We can design and implement the perfect plan for you, your company, and your employees.
Early Retirement
The Best Way To Prepare For Retirement? Start Now!
The smartest way to prepare for retirement – over time. We’ll help you create a mix of assets and financial products. We offer rollover IRAs to assist with changes in employment, as well as Traditional IRAs, ROTH IRAs and Roth-IRA conversions. SEP IRA accounts offer advantages for self-employed individuals, contractors, and entrepreneurs.
Are you a Teacher? Please consult us about your 403b plan. We have solutions! Please call us for more information.
It all starts with you and a conversation. Reach out and contact Collins Advisors, LLC today.
“Retirement is wonderful if you have two essentials – much to live on and much to live for.”
– Anonymous
Tax Efficiency
Because It Is Your Money
It’s critical to design your portfolio to optimize its returns. One key item is to keep as much of your earnings as possible. Through our partner Raymond James, we offer individual accounts with zero transaction fees for Equities and ETFs. These accounts allow financial flexibility, limitless investment opportunities, and the option for security-based lending.
We’ll work with your accountant and attorneys to guide you down the proper path. Tax-efficient management is our process to identify specific financial vehicles so you can maintain your finances and not pay excessive taxes.
It all starts with you and a conversation. Reach out and contact Collins Advisors, LLC today.
“The hardest thing in the world to understand is the income tax.”
– Albert Einstein
Estate Planning
Estate Planning
Prepare now for the unknown. Estate planning is not a one-and-done event. It requires your detailed attention now, so your wishes can be implemented later. We know relationships change and, over time, your estate plans evolve. As your financial advisor, we already participate in your active financial plans; estate planning is an important component. We’ll work hand-in-hand with your attorney(s) to make sure your wishes are clearly documented and implemented.
Keep in mind that over time, it’s important to have an eye on the inevitable and prepare diligently. As the market and your portfolio change, you may want to balance and adjust–don’t worry, we are prepared.
It all starts with you and a conversation. Reach out and contact Collins Advisors, LLC today.
“We make a living by what we get, but we make a life by what we give.”
– Winston Churchill
Risk Management
Risk Management
Our team will thoroughly identify risk, measure, build a plan to reduce risk and prepare to measure the success of our actions. We take into account your risk tolerance with our free portfolio risk analysis. With just a few simple questions, we’ll help determine your appetite for risk and adjust when the investment environment changes.
Does your portfolio match your financial needs, short and long term? We’re here to ask those hard questions and prepare for market changes and timing.
It all starts with you and a conversation. Reach out and contact Collins Advisors, LLC today.
“Risk comes from not knowing what you’re doing.”
– Warren Buffett
Insurance Planning
Protect Your Life, Health & Financial Assets
Our Life, Health, and Disability experts will work with individuals and families on assessing current insurance needs. Through an extensive brokerage network, we will find the most cost-efficient and robust policy to meet your needs. It’s often difficult to plan for an injury or an untimely death, but unfortunately, they happen. We’ll work closely with you to set up the proper policy and have a plan in place when situations change.
Our licensed professionals, Kyle and Steve, can walk you through various options and will provide you with low-pressure options to keep you protected.
Be prepared. It all starts with you and a conversation. Reach out and contact Collins Advisors, LLC today.
“Your future is based upon what you do today not tomorrow.”
– Robert Kiyosaki
Business Services
Achieve Your Business Goals
Your employees are your lifeblood. To achieve your business goals, it’s key to have motivated employees. We take a birds-eye look at your personal and business objectives to help design the proper package for you. We help you build the Investment components of your business while simultaneously keeping an eye on succession planning and exit strategy. We offer highly flexible, customized investment platforms with seamless integration.
From plan design to third-party administration and reporting, we believe in transparent, competitive pricing and full fee disclosures. Our goal is to treat each employee as a client through individualized risk analysis, financial literacy, and financial planning. A few items to consider include 401k, 403b, profit sharing, and more.
It all starts with you and a conversation. Reach out and contact Collins Advisors, LLC today.
“Everyone talks about building a relationship with your customer. I think you build one with your employees first.”
– Angela Ahrendt