Jim Collins

Jim Collins brings more than four decades of financial services experience to his role at Coastline Wealth Management. Since beginning his career in 1983, he has developed extensive experience helping individuals, business owners, and corporations prepare for their current and future financial needs.

Jim specializes in retirement planning for individuals and employer-sponsored retirement plans. His work also encompasses estate planning considerations and wealth preservation, allowing him to help clients approach retirement as part of a broader, long-term financial strategy.

Throughout his career, Jim has presented at professional conferences and shared his knowledge on retirement planning, estate planning, and preserving wealth across generations. He brings an experienced, thoughtful perspective to each relationship, helping clients evaluate their options and move forward with greater clarity and confidence.