Collins Wealth Management
With a specific focus on serving Collins Community Credit Union members, the team at Collins Wealth Management can devote their time and attention to building strong relationships with their clients.
A Smart Plan for a Bright Future
What would you like to achieve with your money? Maybe you’re looking to build wealth, ramp up your retirement savings, or keep your family financially protected.
Planning is key. No matter where you are on your financial journey or where you want to go, the financial professionals at Collins Wealth Management are ready to support you with personalized guidance and a relationship-based approach.
Whether you just started your career, have questions about your 401(k), or are nearing retirement, our financial professionals are here to help you work toward your unique financial goals.
Schedule a free consultation with one of our financial professionals.
Financial Advisors
Administrative Team
Financial Planning Services
Our financial professionals can help you explore your options and answer any questions you may have.
Wealth Management
Create a plan that addresses key aspects of your financial life, so you can save and invest more effectively and be better prepared for new needs. Our team will take time to understand your overall financial picture, then recommend strategies that are well-aligned with your goals, your stage in life, and the needs of your family. If needs change, our team will help you make necessary adjustments to keep your plans on track.
Retirement Planning
Smart retirement planning includes practical, long-term strategies for building up your savings seeking to ensure feasible income in retirement. We will tailor your retirement plan to your financial situation, goals, and timeline. Additionally, if you have retirement savings sitting in a 401(k) or other retirement account with a previous employer, our team can assist you with reviewing your options to determine what is appropriate for you.
Investment Planning
Your financial advisor will work with you to identify a customized strategy and the appropriate mix of investments to support your investment goals, balancing potential risk and potential reward.
Insurance Planning
Coverage such as life insurance can offer key financial relief for loved ones in the event of your death and can also offer other financial and planning benefits. Your advisor can discuss your options with you – including term life, whole life, and long-term care insurance – and help you select a plan and coverage amount that fit your budget and your family’s needs.
Mutual Funds
This popular investment strategy* allows you to pool your money with other investors in a single, professionally managed fund. This can provide economies of scale to bring new investment opportunities within reach. It can also diversify your portfolio by spreading your money across a range of securities (such as stocks or bonds), which may offer less volatility compared to investing in one specific asset.
Annuities
No one wants to outlive their savings. Creating viable sources of retirement income is central to retirement planning. Fixed and variable annuities,** which are types of insurance products, may help by providing a source of regular income when you’re retired.
Stocks & Bonds
Investing in stocks (or shares) allows you to own a portion of a company, with the value of your stock reflecting the business’s performance. Buying bonds, on the other hand, allows you to own a portion of a loan that has been issued to a company or government entity, which will be repaid with interest.
Stock investing includes risks, including fluctuating prices and loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
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Important Legal Disclosures
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Collins Community Credit Union and Collins Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Collins Wealth Management, and may also be employees of Collins Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Collins Community Credit Union or Collins Wealth Management. Securities and insurance offered through LPL or its affiliates are:
*Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve its investment objective. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
**Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
