Our Services

  • Wealth Management: We use a specialized process that enables us to comprehend our clients current financial situation and offer advice, solutions and services that will help clients acquire wealth, manage wealth and transfer wealth over time and across generations.
  • Complete Financial Planning: Financial Planning is not just retirement. A financial plan is about the client’s lifestyle, goals, and values. We understand the complex dynamics of our clients individual situations and use their values to create a financial plan that is right for them. We can advise our client in beneficial tax planning. We can assist with significant decisions such as paying off your mortgage, purchasing a retirement or vacation home, and funding children’s or grandchildren’s educations as well as other gifting. We can also help you decide when to elect to take Social Security, and how to schedule withdrawals from your retirement accounts to ensure your long-term financial safety. Through our affiliates, we can aid in creating Estate Plans, Health Care Proxies, and Long Term Care Plans. In this world of confusing, complex financial service providers, Collins Advisors, LLC is committed to assisting and serving you, NOT selling you!
  • Concierge Service: Collins Advisors can act as your “personal CFO”. Our mission is to make your financial life easier so that you can spend time doing the things that are most important to you. This may mean helping you with monthly bill-paying, budgeting. We offer services, which can assist in travel and event planning and tax planning. Wealth Counseling: Clients are often forced to make difficult financial decisions during periods of great stress. A death in the family, a divorce, or sudden changes in employment status–all these events may evoke conflicting feelings about your finances. We will listen to your needs, and find the best financial plan for our clients and aid them through the decision making process.
  • Wealth Counseling: Clients are often forced to make difficult financial decisions during periods of great stress. A death in the family, a divorce, or sudden changes in employment status–all these events may evoke conflicting feelings about your finances. We will listen to your needs, and find the best financial plan for our clients and aid them through the decision making process.