Charles V. Collins

Office: Chattanooga
7213 Noah Reid Road
Suite 102
Chattanooga, TN 37421
(423) 266-7400

Contact
charlescollins@continuumpp.com
Direct: (423) 702-8943
Fax: (423) 266-3018

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Our Partners- Charles V. Collins

Charles' Team

Jeff Turner
Jeff Turner
Partner
jeff.turner@continuumpp.com
(423) 702-8947
Edee H. Sloan, LUTCF
Business Manager/ Partner
edee.sloan@continuumpp.com
Kip Paxton
Kip Paxton
Investment Processing Manager
kip.paxton@continuumpp.com
615-309-6342
Val Horton
Val Horton
valeciahorton@continuumpp.com
6153096370

Most people I work with are concerned that the economy will derail their well-laid plans. They want to be good stewards of the assets they accumulate, and are concerned about passing on that motivation to the next generation. Our job is to help them find a balance of protection and growth so that they can find the centerline to accomplish their vision for their family.

As a consultant for several businesses, I discovered that the primary concern most business owners had was
financial issues. I found that with a financial planning focus, we can help guide business owners and professionals to reach their lifelong goals in an effective and efficient manner. Insurance, investments, wills and trusts, and other typical recommendations are simply tools in the planning process. Our greatest success is in the number of families we help to reach those goals and live in financial freedom.

The most common hurdle is the fact that most people see financial planning as a very narrow scope. Because of that, they may feel all bases are covered simply because they have an investment account or some insurance policies. However, they do not recognize that the process of planning for life involves many steps and is an ongoing process that needs to be monitored to insure their goals are paramount.

Financial planning covers a lot of ground. With business owners, it involves succession planning, and consulting on long term issues for the health of the business. For individuals, it is the process of using the surplus they create from their budget to accomplish the long term goals they wish to accomplish. Nearly 30 years of experience in covering these issues has shown me that building a good plan is similar to building a strong build-ing; from the foundation up.

Areas of Expertise:

  • Business Succession Plans
  • Tax Minimization Strategies
  • Executive Compensation Packages
  • Investment Management
  • Qualified Retirement Plans
  • Retirement Income Strategies
  • Personal Protection Strategies
  • Education Funding

Education:

Chartered Financial Consultant (ChFC)
Certified in Long Term Care (CLTC)
M.Div, Columbia International University
Bachelor of Arts, Journalism, University of South Carolina

Affiliations:

National Board, Vice Chairman, Harvest USA, Philadelphia PA
Board Chairman, Harvest USA Mid-South, Chattanooga TN
Qualified Advisor, Kingdom Advisors
Wellspring Group, Discipleship ministry--coach and facilitator

How Our Process Works

Our process is based on providing objective advice with a financial planning fee, which allows us to work alongside your current plan and make the necessary adjustments to help accomplish your goals.

In many plans, we find that there are gaps that exist due to a lack of continuity in relationships and advice from multiple areas. We will help you bridge those gaps with creative planning and solidify all areas of your plan.

Discovery

We’ll meet to understand your full financial situation, develop your goals, and show you how to address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.

Customized1 Planning

We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals.

Implementation2

We’ll show you the steps, help you execute them, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.

On-going3

We’ll meet at least once per year to review progress towards meeting your goals, and update your plan based on changing financial, family, or tax situations. We’re your trusted partner and long-term advisor.

1 The producer’s relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.
2 The client is free to implement the plan recommendation with whomever he/she chooses.
3 Periodic reviews or updates require a new agreement and may be subject to additional fees.

Let's Look Forward

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Does it sound like Charles would be a good fit for you? Give him a call today.

More About Charles...

Charles V. Collins (Charlie) has been designing personalized financial plans for clients for nearly three decades. He joined Capital Financial Group in 1987 and has continued working with business owners, professionals, and retirees in developing customized succession, estate, and retirement plans to help meet his client’s financial objectives.

Prior to joining Capital Financial Group, Charlie had worked in sales and sales management for Southwestern Publishing Company, a consultant for Great American and Capital Lighting Company, and served as

pastor of Fellowship Bible Church in Magnolia AR for the prior 15 years giving him significant experience with people of all professions and walks of life.

Charlie has been married to Kathy for 40 years and has two sons, John and Joshua, and a daughter in law, Suzanne. They have lived in Chattanooga TN since 1978. In his spare time, Charlie enjoys competing in table tennis and pickle ball. He is actively involved as a volunteer with Wellspring Group (Battlefortheheart.org).

Interested in working with Charles? Set up a time to talk and learn how he can help you build a plan to reach your financial goals.