Broker Check

Find your Path Forward

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

Let's Talk

Services

I am John Collins and I have more than 5 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals. As an independent firm, I am not tied to proprietary products, nor am I limited to in the services offered. Instead, I offer you the highest quality education on the choices available to you. I focus on building you the right strategy, meeting your risk tolerance and time horizon.

Investment

Investment

Create an investment strategy that's right for you.

Retirement

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Estate

Manage your affairs during your lifetime and beyond.

Family

Family

I look forward to helping you and your loved ones explore their financial goals.

Here for you!

Over the past 5 years, I have helped many young professionals across different states. I've helped people just like you explore their goals -- and in many cases, meet them.

Contact Me

Financial Learning Center

I believe that an educated client is an empowered one. Browse my client learning center and take control of your financial future.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
Learn More
Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
Learn More
Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn More
Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More
The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Learn More
Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.
Learn More

More information you can use

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
Learn More

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Learn More

Subscribe to timely and helpful financial content so you can be in the loop!

Join My Newsletter

Thank you!
Oops!

Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.
Thank you! Oops!