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Paul Collinson (CFP®, MBA)

Paul Collinson focuses in the
following client markets or areas of practice:

  • Federal Employees
  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Among the financial advice and planning services offered are:

  • Retirement projection with asset allocation and specific investment recommendations
  • Retirement planning, including 401(k), 403(b), and TSP plans
  • Retirement plan roll-overs, including IRAs and ROTH IRAs
  • Life, disability, and long term care insurance needs review
  • Property and liability insurance needs review
  • Education funding, including 529 plans and Coverdell ESAs
  • Mortgage and consumer debt review and counseling
  • Cash flow analysis and budgeting

Additional Information

Legacy Planning Advisors, LLC
Think • Plan • Trust

Paul O. Collinson, CFP®  is the founder of Legacy Planning Advisors, LLC, a registered investment advisory firm based in Arlington, Virginia. Legacy Planning Advisors, LLC offers Fee-Only financial advice and planning on an hourly as-needed basis. As a member of the Garrett Planning Network, Paul and the firm are guided by the ‘Making competent, objective financial advice accessible’ tenet of the Garrett Planning Network. Learn more at www.paulcollinson.com.

First time clients are attracted by the time-based approach to delivering financial advice. Paul serves salaried households, near retirees, and recent retirees. Further, Paul is a sole practitioner so clients can expect privacy and a highly personal engagement.

During a free, no-obligation  Get Acquainted meeting, prospective clients are  quoted a range of fees and the presentation meeting is scheduled. As a fiduciary, the hourly fee is the only monetary compensation—no commissions or other third party fees are received. Furthermore, Legacy Planning Advisors, LLC has no investment or net worth minimums. Learn more by visiting www.paulcollinson.com.

NAPFA Start Date

March 17, 2017

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

PO Box 50681 Arlington, VA 22205-5681 Phone: (703) 298-9133
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