Who We Are

Collaborative Financial Solutions, LLC is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients – not to a parent company.

Independence enables us to establish working relationships with a number of investment and insurance providers whose products we strategically select to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs.


ChFC designation focuses on the comprehensive process of financial planning as an organized way to collect and analyze information on a clients entire financial situation.
CLUs are highly qualified experts who can assist you with individual and business financial planning concerns such as selecting life and health insurance, estate planning, and retirement planning.
The CIS has the knowledge needed to create a plan designed to provide a steady stream of income to our clients on a regular basis, using conventional as well as unconventional methods.
A CDFA is a financial professional who has completed the specialized training in the financial issues of divorce through the Institute for Divorce Analysts.
A CFS is able to evaluate and compare financial measurements and benchmarks when constructing a portfolio.
A CES must complete an advanced program designed to educate the advisor on every aspect of estate planning, postmortem planning, and taxation.
A CAS has training and guidance on a wide range of actively and passively managed annuities.

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Securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, member FINRA / SIPC.

CA Insurance Lic.0B3314, Privacy Policy

 

The LPL registered representatives of Collaborative Financial Solutions, may only discuss securities or transact business with persons who are residents of Alabama, Arizona, California, Montana, Pennsylvania, Texas, Virginia, and Washington.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.