✓ Time-based (hourly)
✓ Fee-only
✓ A fiduciary
✓ Objective, practical, and commission free
✓ Guides salaried households, near retirees, and recent retirees in reaching their financial goals
✓ Communicates and explains financial concepts well
✓ Is knowledgeable about personal income taxes
✓ Strives to understand you and your unique needs
✓ Provides advice only
✓ Does not manage assets and sells no products
✓ Has no asset minimum and no net worth minimum
✓ Embraces the broadly diversified low-fee index fund approach to investing
Paul O. Collinson, MBA, CFP® is the founder of Legacy Planning Advisors, LLC, offering fee-only financial advice on an hourly basis. Serving salaried households, near retirees, and recent retirees, Paul provides highly personal, objective financial planning with no product sales or commissions. As a member of the Garrett Planning Network, he is committed to making competent, accessible advice available to all. Schedule a complimentary Get Acquainted meeting today to learn how Paul can help you achieve financial clarity and confidence.
Our time-based financial planning process is designed to provide personalized, lasting advice through a custom retirement projection. With no product sales or commissions, we focus solely on your goals. A typical engagement spans four meetings, starting with a complimentary Get Acquainted session to gauge fit and explore your needs. From there, we dive into a tailored retirement projection, complete with asset allocation and specific investment recommendations, all built around a low-fee, diversified approach.
Our financial planning services focus on answering two key questions: Are you on track to retire, and how long will your money last? Through custom retirement projections and tax return reports, we provide personalized recommendations for asset allocation with specific investment recommendations, and more. From employer-sponsored plans to reviewing debt, education funding, and insurance needs, our aim is to alleviate concerns and provide clarity for your financial future.