Helping You Manage Your Retirement

Collins and Cate specialize in helping retirees and those transitioning into retirement reduce tax burdens and increase income. It’s our mission to make sure you enjoy your hard-earned retirement using strategies that fit your specific needs. 

Retirement Planning in Wichita Falls, TX

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

Collins & Cate

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

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Retirement Strategies

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.

Bobby M Collins, Retirement Planning

Why Choose Collins & Cate for Retirement Planning?

1. Experience: With years of experience in retirement planning, our team has helped numerous individuals and families in Wichita Falls and the surrounding areas secure their financial future. We have a deep understanding of the local market and can offer valuable insights specific to your retirement needs.
2. Expertise: As annuity education experts, we have a thorough knowledge of the various annuity options available and how they can benefit your retirement plan. We’ll explain these options in simple terms, empowering you to make well-informed decisions.
3. Personalized Approach: We believe that retirement planning is not a one-size-fits-all process. Every individual has unique financial circumstances and retirement goals, and our team takes the time to get to know you, understanding your dreams and aspirations, to create a personalized retirement plan tailored to your specific needs.
4. Comprehensive Services: Collins & Cate offers a wide range of retirement planning services designed to address all aspects of your financial future. So whether you need help with investments, tax planning, estate planning, or long-term care insurance, our team is here to provide you with the expertise and guidance you need.
5. Holistic Retirement Strategy: We understand that retirement planning is not just about finances; it’s about creating a holistic retirement strategy that encompasses your lifestyle, healthcare needs, and legacy planning. That’s why our team will work with you to develop a comprehensive plan that reflects your goals, values, and priorities.
6. Educational Resources: At Collins & Cate, we believe in empowering our clients with knowledge. That’s why we offer a variety of educational resources, including workshops, webinars, and personalized consultations, to help you gain a deeper understanding of retirement planning concepts and strategies.
7. Trusted Partnerships: We’ve also managed to establish strong relationships with reputable financial institutions and professionals in Wichita Falls, TX. This network allows us to provide you with access to a wide range of quality investment products and the expertise of other specialists, such as tax advisors and attorneys, to ensure that all areas of your retirement plan are covered.

Our Team Can Help You With Annuities Traditional and Roth IRA’s Life Insurance Products 401K Rollovers

Having served the area for more than 30 years, we offer unparalleled customer service. Call us today for an appointment to secure your future.

Retirement Planning

Our Services

What We Help With

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.

Plan Your Future

No more guessing games or last-minute scrambles.

Retirement Protection

Make sure your golden years are as comfortable as possible.

Preserve Your Legacy

Ensure your family is taken care of after you’re gone.

Retirement Planning

The best way to use your money so you can retire in style.

Life Insurance

Your family will be taken care of, no matter what happens.

IRA Questions

Know what type of account works best for you.


Years of Experience


Plans Created


401K Rollovers


Happy Clients

Frequently Asked Questions

Absolute Personal Service!

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!

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.

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!

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!


What Our Clients Says

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.

We have been a client of Kari and Bobby Collins of Collins & Cate for several years now. I attended a workshop they presented in Ft. Worth and was interested in a private review of our retirement assets. We are so happy we agreed to meet and since then our retirement is set and we no longer worry about ever running out of money.

They were able to come up with a plan I loved, but the best part they were able to find an additional 200K I forgot about. I had seen a couple of retirement planners before I met Kari and Bobby, but they were the ones who took the time to find money I never was aware of.

I have been a client of Collins & Cate since 2007. Their service has been great and continues to do so. They helped me find the right retirement plan that suites my needs and desires. I am very satisfied with their work ethic and I trust them completely. Bobby checks on me once every 3 to 4 month to make sure I’m ok.

Collins & Cate: Your Retirement Planning Experts!

At Collins & Cate, we believe that it’s never too early or too late to start planning for retirement. Whether you’re just starting your career, nearing retirement age, or already enjoying your golden years, Collins & Cate is here to help you navigate the complexities of retirement planning. Your financial security and peace of mind are our top priorities.
So contact us today to schedule a consultation and take the first step towards a secure and fulfilling retirement. Let us be your trusted partner in retirement planning, and together, we can create a roadmap to help you achieve the retirement of your dreams.

Schedule a Consultation