Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Financial Planning for Business Owners
When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially?
Asset Management
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...
Meet Your Advisor
Michael Collins
For over 30 years Mike Collins has been helping clients build wealth through building portfolios and financial planning.
He is a Florida Native and attended Boca Ciega High School, St. Petersburg college and Eckerd College. Before LPL Mike used the Raymond James platform since 2005.
He currently resides in Seminole, FL with his wife Evangelia (both of Greek heritage) enjoy their 6 children and 10 grandchildren. In Mikes free time he likes to play tennis and cards.
We manage assets for individuals and families, providing investment management, and financial planning services.
Blogs
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time to fully understand the issue before acting? The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond. 1 When dealing with complex financial matters, urgency can sometimes create pressure on us to act quickly. However, reacting too quickly...
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey.
