Bio

Jeff Collins’ mission is to assist his clients in achieving their personal and financial goals. Since 1981, Jeff has dedicated his career to providing trusted professional advice and support in the areas of Investment & Asset Allocation Planning, Insurance & Risk Management, Estate Planning, Retirement Plans, Employee Benefit Plans, Medicare, and Long-Term Care Planning. He is committed to building successful long-term client relationships based on mutual trust, respect, effective communication, prompt courteous service, and attention to detail.


Certifications

CERTIFIED FINANCIAL PLANNERTM
Chartered Life Underwriter®


Community Involvement

General Agents and Managers Association of Madison – Past Board Member


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