Who We Serve

Our personal belief is that everyone deserves a financial plan to accomplish their dreams and to create financial security. Over the years, we have grown our financial practice to dive deep and understand the unique and special needs of a few select groups in our community. 

Affluent Families

Affluent families can, at times, be different because they may have more parties involved - financial partners such as CPAs or attorneys, family members, business entities, trusts, etc.  Special considerations regarding charitable giving, estate planning, and wealth transfer need to be incorporated.  Family meetings or financial education for the next generation may need to be a component in a financial plan.  We coordinate with your partners and organize everything into a cohesive plan that addresses your needs and breaks it down into a discussion you understand and can communicate with others.  

Business Owners

When asked what keeps you up at night, our guess is the list is long.  Sales goals, competition, economy all compete with employee retention, day-to-day operations, culture and much more. Whether you are in high growth mode or looking at what succession will look like, we can help. We work other successful, high-motivated entrepreneurs and understand that you have a lot on your plate. Our team can help with business and personal financial planning needs, including but not limited to:  

  • Business Succession
  • Retirement Planning
  • Non-Qualified Benefits
  • Estate Planning
  • Employee Benefits

Corporate Executives

You've worked hard to climb the corporate ladder.  You knew what you wanted to do and how you were going to get there - so a plan is nothing new to you.  You understand that in a corporation, each executive has a great overview of the entire business but is a specialist in their own department.  Think of us as a corporate executive in your personal financial life.  Helping to assess your personal cash flow,  organizing financial accounts from previous employers, updating your financial plan based on new benefits, etc.  Allow us to be part of your executive management team so you can spend time on other priorities.

Randy Collins, CFP®, RICP®, ChFC®, CASL®, CLU®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck