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It's What You Don't Know That Matters

Everyone has goals. 

Most people know their "Why". 

Some even have a plan.  What's missing? 

When it comes to your money...

I know.

James Collins Knows

Because Knowledge is Power

Trust.  It's everything.  And the only way you can trust what someone else says is if you trust the person saying it.  

My promise to you:  Trust Comes First.  

And then, everything else comes first.

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Whether you need to know what you don't know about finances for your family, your church, your community engagement or your business and tax planning, I'll lay out the truth.  Together, we can go from there.  

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Services

Knowing What You Don't Know

Why Your Questions are More Important Than Anyone's Answers

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Financial Planning

You know you have a 401K.  But there's so much more to it.   What you don't know is what I can help you with the most.    

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Business and Tax Planning

Any business of any size can be slipping due to lack of know how when it comes to business finances and tax planning.  

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Church and Community 

Finances matter everywhere.  Whether you're buying land, fundraising, building or more, knowledge is power.  

About

I'm James Collins 

 I'm a family man, a prayerful man, a military man, and a financial man.

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Here's what I know:

  • Your plate is full with today.  Not enough room for tomorrow.

  • You've got plans for big things, but they're often left to the back burner.

  • You know what you want to do, but you aren't quite sure how to get it done.

Sound familiar?

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How do I know these things?  Because I see it everyday.  I see it in my family.  I see it in my church.  I definitely saw it in the team I led through battle behind enemy lines in the Marines.  I see it in business leaders I talk with who think they have it right, but don't know what I know about finances and tax planning. 

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And I've learned that if we are open with each other, rely on each other, trust each other and learn from each other, there is nothing we can't do.   Together.  

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Clients

Involved in Your Community

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What I'm Thinking About

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© 2024 by James Collins Knows. 

Professionals associated with Semper Fidelis Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Fourth Dimension Wealth, LLC, a registered investment advisor; or (2) solely tax professionals of  Hill, Stonestreet and Company, and not affiliated with LPL Financial.  Tax/accounting/CPA related services offered through Hill, Stonestreet and Company. Hill, Stonestreet and Company is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed [OH, VA, WV, FL, TX, CA]. No offers may be made or accepted from any resident of any other state.

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