Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Wisconsin > Delafield > Brion S. Collins, CFP®
Find the Certified Financial Planner™
Who's right for you.

Brion S. Collins, CFP®

Lake Country Wealth Management

709B Milwaukee St
Delafield, WI 53018-1519
Phone: (262) 646-3549
Fax: (262) 646-3589

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.