CFA Services

Collins Financial Advisors (CFA) is an Independent Financial Planning and Registered Investment Advisory firm located in Melrose, MA. We provide Fee-Only Financial Planning Services and Investment Advice to clients from all walks of life.

CFA has no income or net worth minimums. Clients enjoy the flexibility to engage us on a project or retainer basis. We can prepare a complete financial plan, provide ongoing planning and investment advice or focus on just those issues that concern you.  

As Fee Only planners, we avoid conflicts of interest by working solely for you. CFA receives no compensation from third parties such as mutual funds or insurance companies, and we do not sell any financial products. Less than 1% of the nations financial planning firms are structured this way.

Here is a partial list of some areas where we can provide service:

  • Develop a Comprehensive Financial Plan
  • Retirement savings plans
  • Review your current investments
  • Ongoing Planning and Investment advice on a Retainer basis 
  • Evaluating Mortgage alternatives
  • Cash Flow Analysis and developing a Budget
  • Analyze your insurance needs
  • College funding advice and strategies
  • Analyzing business opportunities 

Our mission is simple:  To assist you in making intelligent financial decisions.

Our focus is singular:  To help you identify and achieve your key financial objectives.

Please call us today to schedule a No-Charge Get Acquainted meeting.

 
 
Collins Financial Advisors is a member of The Garrett Planning Network, Inc. (GPN), a nationwide network of Fee-Only financial advisors. Visit us on the Web at www.garrettplanningnetwork.com
        
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