Paul O. Collinson, MBA, CFP® is the founder of Legacy Planning Advisors, LLC, a registered investment advisory firm based in Arlington, Virginia. Legacy Planning Advisors, LLC offers Fee-Only financial advice and financial planning on an hourly as-needed basis.
As an independent fee-only financial planner, Paul serves salaried households, near retirees, and recent retirees. Further, Paul is a sole practitioner so clients can expect privacy and a highly personal engagement.
As a member of the Garrett Planning Network, Paul and the firm are guided by the ‘Making competent, objective financial advice accessible’ tenet of the Garrett Planning Network. Read Paul’s profile at: garrett-planning-network-profile-for-paul-o-collinson-mba-cfp
Through a free, no-obligation Get Acquainted meeting, Paul aims to build rapport, aid prospective clients in defining their objectives, and determine to what degree he can deliver recommendations of value to you. Achieving that, Paul’s objective would be to quote an hourly fee range by the end of the Get Acquainted meeting.
Paul is a fiduciary who sells only his time and financial advice, not products. The hourly fee is the only monetary compensation—no commissions or other third party fees are received. Furthermore, Legacy Planning Advisors, LLC has no investment or net worth minimums.
Over the years, Paul has engaged with clients throughout the Washington, DC metropolitan area including Arlington, Alexandria, Fairfax, McLean, Springfield, Rockville, Silver Spring, and Bethesda.
For a complimentary Get Acquainted meeting, please contact Paul directly.