
Mike Collins
Focus Wealth Management-LPL Financial
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: $50,000
Title: Financial Consultant
Offering advice since: 1993
Areas of expertise:
- Annuities
- Business planning
- Educational Planning
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Mike Collins:
Since 1993, Financial Consultant Mike Collins has provided personalized, in-depth wealth management solutions to help his clients achieve their financial objectives. Mike's primary areas of focus are retirement and college planning, income and asset management, as well as insurance planning.
Setting reasonable goals and applying conservative strategies to reach those goals is an important aspect of Mike's practice. He works closely with each client to develop, implement, and monitor a customized, unbiased strategy for their unique set of circumstances. By providing personalized attention and requiring open communication between the client and the advisor, Mike is able to understand his client's financial situation, their dreams, and their concerns. Mike prides himself on accessibility and a high level of attention to the people he serves. He is on hand to answer all types of questions, to make tactical adjustments to investment plans, and from time-to-time, to hold a client's hand through whatever challenges the financial environment presents.
Mike is a graduate of Central Michigan University where he earned a Bachelor of Science in Business Administration . He maintains the Series, 7, 24, and 63 investment registrations with LPL Financial and also has Life, Accident, Health, and Variable Insurance licenses. Mike also earned the Executive Certificate in Financial Planning from Xavier University.
Mike and his wife Kim reside in Mason, OH with their two children Joseph and Emma.
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
Series 7,24,63 licenses
Accident, Life, Health, and Annuity licenses
Executive Certificate in Financial Planning
Education:
B.S. in B.A. Central Michigan University
Executive Certificate in Financial Planning, Xavier University
Will provide references upon request?
Yes
Further information about Focus Wealth Management-LPL Financial:
(Size of firm: 0-9 advisors)
Focus Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Contact Information for Mike Collins
Phone: (513)942-0445
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Fax: (513)860-4084
Address for Mike Collins:
8745 Union Centre Blvd.
West Chester, OH, 45069
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