At Collins & Cate, we understand that retirement planning can be overwhelming and complex, which is why we’re here to help guide you through the process and help you make informed decisions about your financial future.
As retirement planning and annuity education experts, our mission is to provide personalized and comprehensive solutions tailored to your unique goals and needs. We believe that everyone deserves a secure and comfortable retirement, and that starts with careful planning and sound financial advice.
Retirement Income Professionals
When it comes to retirement planning, Collins and Cate is your best bet. We offer full comprehensive retirement plans, tailored specifically for you, so you can relax and enjoy your golden years.
With our help, you can reduce your tax burden and increase your income – now that’s something to look forward to! Let us take the hassle out of retirement planning and give you the peace of mind you deserve.
We offer full comprehensive retirement plans so you can have a worry-free retirement.
Contact us today and schedule a consultation. You won’t regret it!
Send Us a Message
We provide tailored retirement income strategies to help you make the most of your money.
Let us work with you to find the best way to reduce your taxes and keep more money in your pocket.
Our system ensures that your assets are passed down to the next generation in a tax-efficient way.
Having served the area for more than 30 years, we offer unparalleled customer service. Call us today for an appointment to secure your future.
Our Services
You deserve the best, so come to Collins & Cate. We offer personalized service that is free of charge to our clients. You’ll love our selection of top-quality products and our hassle-free retirement planning options.
No more guessing games or last-minute scrambles.
Make sure your golden years are as comfortable as possible.
Ensure your family is taken care of after you’re gone.
The best way to use your money so you can retire in style.
Your family will be taken care of, no matter what happens.
Know what type of account works best for you.
Frequently Asked Questions
We have the answers to all of your questions, big and small. Our knowledgeable and friendly staff is always happy to help, so don’t hesitate to give us a call!
How Much Money Do I Need to Retire?
Collins & Cate can help you figure out how much money you need to retire comfortably and make sure your savings last as long as you do. With our easy-to-use retirement planning services, you can customize your retirement plan to fit your unique needs. So whether you’re just starting to save for retirement or are already retired, Collins & Cate has the perfect solution for you.
When Should I Claim Social Security?
Collins & Cate can help you figure out the best time to take your Social Security retirement benefit. We can help you understand how your age impacts your payment, and we’ll work with you to create a plan that makes the most sense for your individual situation. You won’t have to worry about making the wrong decision – Collins & Cate will guide you every step of the way!
I’m Still Young, What Should I Do to Plan for Retirement?
If you’re like most people, you still have a lot of life ahead of you—and that’s why planning for retirement is so important. Luckily, our team at Collins & Cate is the perfect solution for young people looking to get ready for retirement. Our services can guide you on how to save money and maximize your income, so you can live comfortably in retirement. With Collins & Cate, you’ll be able to take the first steps toward a bright future!
Testimonials
When it comes to retirement planning, Collins & Cate is one of the best in the business. Our clients love our services for personalized approach. We make sure that each client gets the exact planning they need to have a comfortable retirement.