Collins & Company, CPAs

Financial Planning

“The future has a way of arriving unannounced.” — George F. Will

At Collins, & Company, our goal is to provide the highest quality financial consulting services available.

All partners of our firm have successfully completed coursework and passed rigorous certification examinations in the areas of the financial planning process, including: investing; insurance; tax planning; retirement planning; employee benefits; and estate planning.

All partners of our firm are licensed by the International Board of Standards and Practices for Certified Financial Planners (IBCFP) to use the marks CFP and Certified Financial Planner, the most widely recognized designation in the financial planning profession.

We are “fee-only” planners, which means we do not receive commissions on investment products. Our consulting fees are based on the amount of time required to fulfill the engagement, at our standard hourly rates. We also offer investment asset management services through Comprehensive Investment Management, LLC.

For more information, call us at (610) 566-4760.