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Services

Financial Planning and Wealth Management Services

Our comprehensive approach to wealth management focuses on integrating all aspects of your financial life as we seek to help you:

  • Fully assess your current situation, goals and desires
  • Overcome obstacles and challenges
  • Recognize and pursue opportunities
  • Manage liquidity and cash flow needs
  • Learn new ways to minimize taxes and invest more effectively
  • Adapt strategies to changing life goals or market events
  • Pursue multiple objectives and life-stage goals
  • Achieve a greater understanding of financial management principles
  • Simplify the wealth management process while reducing financial anxiety.

Our comprehensive planning process begins with a review of your goals and objectives to help determine if you are on track and incorporates these and other important considerations:

INVESTMENT MANAGEMENT

  • Portfolio diversification and asset allocation strategies
  • 401(k) Options
  • Tax-efficient investment strategies
  • Quarterly performance reports
  • Monthly statements and annual reviews
  • Online account access

FINANCIAL PLANNING

  • Cash flow analysis
  • Portfolio risk analysis
  • Retirement income planning
  • 401(k) and pension plan review
  • Concentrated stock strategies
  • Stock option analysis
  • Education funding strategies

BUSINESS PLANNING

  • Business transition strategies
  • Buy-Sell Agreements
  • Group 401k plans
  • Deferred Compensation strategies

RISK MANAGEMENT

  • Asset protection strategies
  • Life insurance analysis & review
  • Disability insurance analysis & review
  • Long-term care insurance
  • ESTATE & LEGACY PLANNING
  • Estate planning documents review
  • Wealth transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable gifting strategies

ESTATE & LEGACY PLANNING

  • Estate planning documents review
  • Wealth transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable gifting strategies

Contact Us

We would be delighted to answer any inquiry you might have about your financial affairs, just use the form below or choose one of the alternative methods of communication.

Get to know us

Phone: (419) 542-7526

Email: kirk.collins@lpl.com

Hicksvillle Office
164 East High Street, Hicksville, Ohio 43526
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Fort Wayne Office
7321 W Jefferson Blvd, Fort Wayne, Indiana 46804
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Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, FL, HI, IL, IN, MD, MI, NC, NY, OH, VA, WA, WI.

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