Collins Investment Group works with you to make the most of your money by providing individual solutions for your investment needs. Your financial advisor creates a tailored plan just for you, and has full freedom to make decisions that are in your best interest.

Our client commitment means understanding your specific needs, educating you about our recommended solutions and developing the most appropriate financial strategies for you and your family. But exceptional service doesn’t stop there; we also provide:

  • Ongoing statements for your portfolio
  • Tax documents
  • Asset-allocation advice
  • Order and confirmation processing
  • Risk/reward analysis of current or potential holdings
  • Portfolio adjustments based on life changes
  • Research from affiliates and correspondents
  • Comprehensive estate, retirement and college-planning programs
  • In-depth knowledge of traditional and innovative investment products and programs

By selecting the Collins Investment Group, professionalism, courtesy and promptness are what you can expect and depend on, time and time again.

Paying for college has never been easy, particularly for families with competing financial goals. The Collins Investment Group can show you how to help a child or grandchild afford college by using qualified state tuition programs, also called 529 college savings plans. A 529 plan enables you to make contributions, tax-deferred, and still maintain control of withdrawals for the life of the account.1

1The Collins Investment Group and Wells Fargo Advisors Financial Network do not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. The availability of tax or other benefits may be conditioned on meeting certain requirements.

If you’re like most people, securing a comfortable retirement is near the top of your financial wish list. Whether you’re an individual seeking to achieve tax-deferred growth or a business owner wishing to offer employees an attractive benefit without jeopardizing the company’s bottom line, you can count on the Collins Investment Group to help you navigate the complex choices available to you, including:

  • IRAs
  • Roth IRAs
  • SIMPLE IRAs
  • 401(k) plans
  • SEPs
  • Defined-contribution and defined-benefit plans

We can provide you with the advice you need to design the plan most appropriate for your individual or corporate objectives. Once your plan is established, we will help you implement it in an attempt to reach its fullest potential.

The Collins Investment Group works with families to find the most appropriate estate investment planning strategies for their situation, including the use of lifetime gifts and trusts to potentially reduce estate-tax liability. We understand the sensitive nature of this topic, and can assist in reviewing or helping you develop a plan that simplifies the transfer of your estate to family members. To ensure comprehensive and seamless execution of your investment strategy and future legacy, we consult with your other professional advisors, including attorneys, insurance specialists and CPAs, as needed. By encouraging all of your advisors to work together as a team, we are best able to identify opportunities and avoid strategic mistakes. The steps you take today to review your will and estate documents with your professional advisors could protect your heirs from substantial delays, fees and taxes.

Trusts

The Collins Investment Group can offer individuals who seek to establish a trust an alternative to appointing themselves, friends or family members as trustees, and can therefore address trust needs with a high degree of impartiality. Additionally, if you choose to invest trust assets with us, you can benefit from reduced trust management and administration fees. We can assist you with a broad range of cost-effective trust strategies, including living, testamentary, life insurance and charitable trusts.1

1The Collins Group and Wells Fargo Advisors Financial Network do not provide legal or tax advice. However, we as Financial Advisors will be glad to work with your accountant, tax advisor and/or attorney to help you meet your financial goals. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

Because our business is providing advice and implementing ideas, not selling products, we prefer the benefits of all-inclusive, competitive fee-based investing.1 While the Collins Investment Group offers traditional brokerage accounts, we also offer portfolio-management services and access to some of the nation’s well-known, professional money managers through fee-based compensation arrangements. This approach is considered more objective because it focuses on the long-term success of your portfolio with cost-effective programs to help you achieve your financial goals. Programs include:

Private Investment Management2 — Mr. Collins is among the firm’s select Financial Advisors who manage client portfolios with discretionary authority through this program designed for successful individuals and pension-fund managers who demand a high-level of service. As a PIM client, you will meet with Mr. Collins to establish your investment objectives and guidelines for the management of your portfolio, and receive a quarterly analysis of your portfolio’s performance.

Masters3 — Many individuals and institutions that lack the time or resources to direct their investments are still seeking wealth-management expertise. Through the Masters program, the Collins Investment Group will help you select the professional best suited to your financial objectives from a group of the nation’s most exclusive investment managers. Equally important, as a Masters client, you will be supported by our team’s deliberate, objective, long-term approach to building and managing your wealth.

Asset Advisor4 — To succeed in today’s complex markets, you need objective advice that you can rely on. The Collins Investment Group offers Asset Advisor, a comprehensive investment advisory program. While you ultimately make the specific investment decisions, we can provide sound advice as well as profiling, asset allocation, investment selection and ongoing advice, as needed. Achieving financial security means growing your assets and protecting the wealth you have built. With Asset Advisor, you receive objective advice and guidance based on your investment goals and objectives.

1Fees for these fee-based programs include advisory services, performance measurement, transaction costs, custody services and trading. Fee-based accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure for a description of our services and information on all fees and expenses.

2The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

3The Masters program is not designed for excessively traded or inactive accounts and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $100,000.

4The Asset Advisor program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $25,000.

If you are looking for investments with the potential to generate income, the Collins Investment Group offers a disciplined strategy. We build portfolios of U.S. Treasury, government agency, zero-coupon and corporate bonds of staggered maturities, as well as tax-efficient municipal bonds and certificates of deposit (insured by FDIC up to $100,000 per institution).

Yields and market value will fluctuate so that your investment, if sold prior to maturity, may be worth more or less than its original cost. Bond prices fluctuate inversely to changes in interest rates. Therefore, a general rise in interest rates can result in the decline of the value of your investment.

The Collins Investment Group assists clients in trading common and preferred stocks listed on the New York and American Stock Exchanges and NASDAQ. As an independently-owned business, we believe our circumstances provide the best of both worlds: access to world-class resources, with no obligation to favor one investment product or service over another. Mr. Collins pursues the best investment opportunities for each client by studying diversified sources of information, including recommendations from several prestigious Wall Street firms such as Standard & Poor’s and Dorsey Wright (technical analysis). Our access to varied research allows us to form opinions and build a plan based on multiple sources of information, independent of proprietary investment products.

Leveraging assets and managing financial obligations are important components of an effective portfolio. In addition to investment services, you have access to securities-backed lines of credit, residential mortgages, home equity financing, credit cards, and small-business financing through affiliates of Wells Fargo. Collins Investment Group takes a holistic approach to planning to help you reach your financial goals.

LendingSecurities-based lending has special risks and is not suitable for everyone. If the market value of your pledged securities declines below required levels, you may be required to pay down your line of credit or pledge additional eligible securities in order to maintain it, or the lender may require the sale of some or all of your pledged securities. The sale of your pledged securities may cause you to suffer adverse tax consequences. You should discuss the tax implications of pledging securities as collateral with your tax advisor. Wells Fargo Advisors and its affiliates are not a tax or legal advisor. All securities and brokerage accounts are subject to eligibility requirements. Please read all line of credit documentation carefully. The proceeds from an asset backed loan may not be used to purchase additional securities or pay down margin.

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