Collins & Associates of Martinsville

Collins & Associates is a financial planning firm in Martinsville, IN, located at 458 S Main St. Founder and financial planner Dallas Collins established the firm to help retirees, business owners, and multi-generational families address questions regarding savings longevity, tax reduction, and reliable income. He utilizes a holistic planning approach that integrates retirement income planning, tax strategy, investment management, insurance protection, and health care planning into one coordinated strategy. Dallas focuses on the entire financial picture to help clients protect wealth and prepare for the future, valuing long-term relationships built on trust and integrity.

The client relations team includes Katie Cipriano and Betsy Baughman. Katie holds a bachelor’s degree in office administration from West Coast Baptist College and assists with retirement account transitions, managing and servicing important documents with precision. Betsy holds an education degree from Indiana University and brings experience from her background as an elementary school teacher and church secretary to her role in client support. She ensures clients feel important, heard, and comfortable, utilizing keen organization and a caring approach to guide others.

As an independent firm, Collins & Associates develops custom financial strategies using a wide array of products and approaches. Services include IRA legacy planning, tax-efficient strategies, wealth management, retirement income strategies, asset preservation strategies, IRA/401(k) rollovers, investments, and annuities. The firm is an investment advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. Insurance products are offered through the insurance business Collins & Associates Insurance Solutions, LLC. Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.

The firm is situated on South Main Street in Martinsville, Indiana, just a short walk from the Morgan County Public Library and Doris Daily Park.

BizScoreAI awarded the business a Content Quality score of 100 out of 100, which confirms that the website clearly answers customer questions in a way that AI assistants can quote directly. The firm also received a Technical score of 96 out of 100.