Think. Plan. Trust.
Paul O. Collinson, 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 planning on an hourly as-needed basis.
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.
Among the financial advice and planning services offered are:
-Retirement Annuities, including CSRS, FERS, and private pensions
-Retirement planning, including 401(k) and TSP plans
-Retirement plan roll-overs, including IRAs
-Asset allocation and portfolio recommendation
-Risk tolerance testing and asset allocation determination
-Mortgage and consumer debt review and counseling
-Life and disability insurance needs recommendation
-Property and liability insurance needs recommendation
-Education funding, including 529 plans and Coverdell ESAs
-Cash flow review and budgeting
-Legacy and estate planning.
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.
About Paul: Prior to founding Legacy Planning Advisors, LLC, Paul worked directly with the public in the credit union industry for over 15 years. Throughout his credit union tenure, Paul worked extensively with individuals and couples to reduce their borrowing costs and to improve their saving habits. It was during this time that Paul learned to develop rapport and trust, educated clients on the benefits of planning, and provided coaching for the implementation of recommendations.
Paul earned his Master of Business Administration from George Mason University and his Certificate of Financial Planning from Georgetown University. The Certificate of Financial Planning completed his qualifications to sit for the CERTIFIED FINANCIAL PLANNER Certification Examination, which he passed on the first attempt. His over 15 years of direct client (while working in the credit union industry) satisfied the CFP Board’s experience requirement, which led to his authorization to use the CFP and CERTIFIED FINANCIAL PLANNER marks of distinction.
Paul is a member of the following professional organizations:
-Financial Planning Association