Paul O. Collinson, MBA, CFP®
Welcome, you have found a professional financial advisor who is:
✓Time-based
✓Fee-only
✓A fiduciary
✓Objective, practical, and commission free
A personal financial advisor who:
✓Guides salaried households, near retirees, and recent retirees in reaching their financial goals
✓Communicates and explains financial concepts well
✓Is knowledgeable about personal income taxes
✓Strives to understand you and your unique needs
A professional financial planner who:
✓Provides advice only
✓Does not manage assets and sells no products
✓Has no asset minimum and no net worth minimum
✓Embraces the broadly diversified low-fee index fund approach to investing
Paul O. Collinson, CFP® is the founder of Legacy Planning Advisors, LLC, a registered investment advisory firm based in Arlington, Virginia. Legacy Planning Advisors, LLC offers Fee-Only financial advice and planning on an hourly as-needed basis. As a member of the Garrett Planning Network, Paul and the firm are guided by the ‘Making competent, objective financial advice accessible’ tenet of the Garrett Planning Network.
Our Services
Among the financial advice and planning services offered are:
- Retirement projection
- Mortgage and consumer debt review and counseling
- Retirement planning, including 401(k) and TSP plans
- Retirement plan roll-overs, including IRAs
- Asset allocation and portfolio recommendation
- Risk tolerance testing and asset allocation determination
- Life and disability insurance needs recommendation
- Property and liability insurance needs recommendation
- Education funding, including 529 plans and Coverdell ESAs
- Cash flow review and budgeting
- Legacy and estate planning
During a free, no-obligation Get Acquainted meeting, prospective clients are quoted a range of fees and the presentation meeting is scheduled. The hourly fee is the only monetary compensation—no commissions or other third party fees are received. Furthermore, Legacy Planning Advisors, LLC has no investment or net worth minimums.
– See more at: http://garrettplanningnetwork.com/advisors/paul-o-collinson/#sthash.pcKJ5D1f.dpuf
Paul O. Collinson, CFP® is the founder of Legacy Planning Advisors, LLC, a registered investment advisory firm based in Arlington, Virginia. Legacy Planning Advisors, LLC offers Fee-Only financial advice and planning on an hourly as-needed basis. As a member of the Garrett Planning Network, Paul and the firm are guided by the ‘Making competent, objective financial advice accessible’ tenet of the Garrett Planning Network.
Our Services
Among the financial advice and planning services offered are:
- Retirement projection
- Mortgage and consumer debt review and counseling
- Retirement planning, including 401(k) and TSP plans
- Retirement plan roll-overs, including IRAs
- Asset allocation and portfolio recommendation
- Risk tolerance testing and asset allocation determination
- Life and disability insurance needs recommendation
- Property and liability insurance needs recommendation
- Education funding, including 529 plans and Coverdell ESAs
- Cash flow review and budgeting
- Legacy and estate planning
During a free, no-obligation Get Acquainted meeting, prospective clients are quoted a range of fees and the presentation meeting is scheduled. The hourly fee is the only monetary compensation—no commissions or other third party fees are received. Furthermore, Legacy Planning Advisors, LLC has no investment or net worth minimums.
– See more at: http://garrettplanningnetwork.com/advisors/paul-o-collinson/#sthash.pcKJ5D1f.dpuf
For a complimentary Get Acquainted meeting, please contact Paul directly.