Budd Collings, MBA

CONNECT

Address:

14973 Burl CT
La Pine, OR 97739

Phone:

541.876.5102

Our Services

 

My focus is to develop a customized financial program for you.

First we work together establishing financial goals and then we create a realistic investment strategy for you.  You and I will go through a step-by-step process that will help make you feel confident in your decisions appropriate for your financial situation and timeline.

I can help you execute a financial program utilizing the following products and services:

  • Cash management techniques
  • College planning
  • Disciplined investing strategies
  • Estate conservation
  • Insurance analysis
  • Insurance and annuity products
  • Investment management strategies
  • Retirement strategies 
  • Risk management
  • Tax efficient investments
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck