Services Available To Help You Plan A Brighter Future

• COMPREHENSIVE PLANNING SERVICES

• Retirement / Distribution Planning

• Education Planning

• Estate Analysis

• Wealth Creation Planning

• Business Planning

• Mortgage Analysis

• Risk Profile Analysis

• INVESTMENT PLANNING SERVICES

• Mutual Funds

• Stocks and Bonds

• General Securities Trading

• Variable Annuities

• Choose from various insurance companies

• Unit Investment Trusts

• INSURANCE PLANNING SERVICES***

• Personal Life, Disability, Long-term Care Insurance

• Business Life, Disability, Group Insurance

• Fixed Annuities

***  Jeffrey G. Collins is a licensed insurance agent in the state of Wisconsin. 

• EMPLOYEE BENEFIT PLANNING SERVICES

• Group Insurance Plans (Life, Disability, Dental, Health)

• Payroll Deduction Plans

• Pensions

• Defined Benefit

• Defined Contribution

• Profit Sharing Plans

• 401(k) Plans

• Simple 401(k) Plans

• Tax Sheltered Annuities

• Individual Retirement Accounts (Tradition, Roth, SIMPLE IRA, etc)

• Employment Transition Options

• FINANCIAL SEMINARS

• Introductions to Personal Financial Economics

• Planning for Retirement

• Funding a College Education

• Qualified Retirement Plan for Business

• OWNER / EXECUTIVE PLANNING SERVICES

• Selective Retirement Plans

• Buy/Sell Agreement

• Key-Person Plans

• Business Continuation

• Estate Analysis