In April of 2016 I retired and received my pension in a lump sum. I checked on line about annuities. I put my contact info in and almost immediately I received a call from Kari Collins. She set up an appointment for me with Bobby Collins and he came to my house and after we discussed my goals he said I think we can do that. He returned a few days later and presented me with a plan that has worked out great for my wife and me. I received a nice bonus from the actual annuity company and Mr. Collins continues to stay in touch with me. I know he is only a phone call away if I need something. I would recommend Kari and Bobby for anyone looking to invest in an annuity.
I met both Kari and Bobby Collins after attending a retirement workshop and took advantage of the free appointment they offered. When the meeting was done and all facts had been gathered I was schocked. 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’ve been very happy with their service and I do think they will help others the way they helped me. We have become wonderful friends over the years.
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. It’s nice to know they are only a phone call away. I encourage anyone looking for retirement income help to use Collins & Cate
We have been a client of Kari and Bobby Collins of Collins & Cate for several years now. I atteneded 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.