Individuals Preparing for Retirement
I help individuals understand their current and future financial needs and prepare for retirement with greater clarity.
Your Fiduciary for Life
Experience for retirement.
Experience for retirement.
Guidance for what comes next.
I help individuals, families, and organizations prepare for retirement, preserve wealth, and connect today's financial decisions to the years and generations ahead.
Jim Collins
Financial Advisor · Retirement Planning
Four Decades of Perspective
Planning That Extends Beyond the Retirement Date
More than four decades of experience guiding retirement and wealth
decisions.
I bring more than four decades of financial-services experience to helping individuals, families, and organizations prepare for retirement and the years that follow.
I began my career in the financial-services industry in 1983, specializing in retirement plans for individuals and corporations. I have helped develop programs designed around clients' current and future financial needs.
Retirement decisions rarely stand alone. Income, investments, family responsibilities, estate-planning considerations, and the preservation of wealth all deserve to be viewed as part of one connected financial picture.
My goal is to put clients first, remain a dependable resource, and provide experienced guidance as their priorities and generations change. That is what being your fiduciary for life means to me.
Who I Serve
Retirement and wealth guidance for individuals, families, and organizations.
Families Planning Across Generations
I work with families seeking to preserve wealth, coordinate important decisions, and plan thoughtfully for the generations ahead.
Corporations and Retirement Plans
I bring extensive retirement-plan experience to organizations evaluating programs for the current and future needs of their people.
Trusted Professional Partners
I collaborate with attorneys, CPAs, insurance professionals, and other service providers when a client's broader financial picture calls for coordinated guidance.
How I Work
Start with what retirement needs to support.
A thoughtful strategy connects today's decisions to your life,
responsibilities, and legacy.
I begin by understanding what you need your financial resources to support now, throughout retirement, and for the people and priorities that matter most.
From there, I help connect retirement planning, wealth decisions, and the work of other trusted professionals when appropriate. The strategy should remain useful after the retirement date, adapting as circumstances and responsibilities evolve.
01
Understand Current and Future Needs
Clarify the resources, responsibilities, priorities, and retirement goals that define the plan.
02
Build a Coordinated Retirement Strategy
Connect retirement-plan decisions with the client's wider financial picture and intended future.
03
Consider Wealth and Legacy
Account for family needs, estate-planning considerations, and the thoughtful preservation of wealth.
04
Stay Involved Beyond Retirement
Remain a dependable resource as retirement unfolds and priorities, circumstances, and generations change.
A Distinct Perspective
Planning Beyond the Retirement Date
Retirement planning is not only about reaching a date. It is about preparing financial resources to support the life, responsibilities, and legacy that continue afterward.
With four decades of experience, I bring a long view to retirement plans, estate-planning considerations, and wealth preservation—helping clients make decisions that remain connected over time.
✓
Greater clarity around current and future retirement needs
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A coordinated approach to retirement and wealth planning
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Thoughtful attention to estate-planning considerations
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A long-term focus on preserving wealth
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Continuity as priorities and generations change
A Team for the Years Ahead
Being your fiduciary for life takes a team committed to the full financial picture.
Meet the Coastline professionals who work together to support your retirement, wealth-planning needs, service experience, and the generations that follow.
Collins Wealth Management
Edward Collins
Financial Advisor
Edward Collins is a financial advisor and portfolio manager with Coastline Wealth Management, bringing nearly three decades of experience in trading, investment management, and business leadership.Ed began his career on Wall Street in...
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Trish Collins
Client Service Specialist
Trish Collins serves as a Client Service Specialist with Coastline Wealth Management, supporting the Colorado Springs team and the clients they serve.In her role, Trish helps coordinate day-to-day service needs, account-related...
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