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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.

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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.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
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How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic
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Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
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Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
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Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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More information you can use

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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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.
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