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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.

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.

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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Working With A Financial Professional

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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More information you can use

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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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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Are You Making the Most of Your 401(k)?

In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today
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