Financial Planning Services at Collins & Associates, S.C.

Financial Planning

Call 608-784-6448

Plan for your future
business, estate and succession goals
at Collins & Associates, S.C.
We can offer you a wide range of practical business experience for buying or selling a business, expansions, buying or leasing equipment or any other issue on your mind. We are a hands-on accounting firm. Let us give you a hand. Contact us today.
• Business Decisions
• Expansions/reductions
• Buy or Sell Business
• Retirement Planning

Estate Planning

We can review your estate plan to make sure it is updated, in order and any potential taxes are minimized. By planning ahead, you can rest assured that your wishes are carried out. Call us at 608-784-6448.
• Tax planning for estates
• Gifting of wealth to heirs

Succession Planning

We can help you if you are thinking of retiring, either now or in the future. It is never too early to make plans, set up buy-sell agreements and do some tax planning. Contact us now.
• Consulting
• Buy-Sell Agreements
• Tax planning
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