Jeffrey G. Collins

Financial Services Center

2 E Main St
PO Box 15
Evansville, WI 53536
(608)882-5200 ext. 1110

jeff.collins@siionline.com

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