June 27th, 2008 - This past week has been especially volatile. Most experts would agree that the levels the Markets sank to this week indicate that a bear market is creeping in. Bear markets are inevitable, but so are their recoveries. It is prudent to ensure that you have a plan of action regarding your investment portfolio. Further, it is important that you stick to it, with minor opportunity adjustments along the way. Give our office a call to learn about the opportunities that have presented themselves.

The Collins Wealth Management Difference

Understanding what comprehensive financial planning means, we enter every client situation with a four-discipline approach to financial services.  Combining expertise in law, accounting, investing and risk management, our team of professionals offer a variety of value-added financial services to discriminating clients. This combination of expertise allows us to be uniquely positioned to provide financial planning solutions to the challenges facing successful people today.

In today's dynamic world, there are many companies throwing around phrases like "financial planning" and "investment advisory services".  It is often difficult to tell the difference between "Financial Adviser A" and "Financial Planner B" ... between "ABC Financial Planning Associates" and "XYZ Planners".  Terminology within the financial services industry tends to do the exact opposite of what true advisers want ... to help our clients clearly understand what we do and how we partner with them to bring value-added strategies to their financial lives.

Life is dynamic, and we help our clients to properly plan for the inevitable life cycle changes they will encounter during their Journey Toward Financial Success.  Our unique approach is aimed at helping families create multigenerational wealth through the implementation of key planning techniques.

Since our goal is to provide sophisticated clients with the best financial planning services possible, Collins Wealth Management, LLC brings together a diverse team of professionals dedicated to helping our clients secure the future for themselves and their families by achieving their financial goals and objectives.  In order to do this, in 1998 Mr. Collins decided to align his practice with one of the largest independent financial planning firms in the country, Summit Financial Resources, Inc.  With an extensive team of accredited, multi-disciplined professionals in-house, Summit's depth of expertise is unrivaled in the industry.  Together we bring Certified Financial Planners, Attorneys, Certified Public Accountants, Asset Managers, Technical Analysts, Investment Specialists, Insurance and Benefits Experts, and Comprehensive Financial Consultants to one common purpose ... to comprise the Collins Wealth Management Team -- Your Private Team Of Financial Experts.

From asset protection planning to professional asset management, our team of professionals offer our clients advice that matters. Our clients utilize the collective expertise that we bring to the table to help navigate the ever changing financial landscape and the ensuing challenges they face in the pursuit of their financial goals and objectives. We invite you to contact our office to set up a complementary opportunity to learn more about our comprehensive wealth management services and see how we might be able to add value to your unique situation.