Bay Financial Associates, LLC   ---


BAY FINANCIAL ASSOCIATES LLC
 Our client's total satisfaction and complete success is our motivating goal

Return to Directory

        Directory

Dierdre C. Collins

Dierdre V. Collins, MSFS, RFC

Dierdre V. Collins, MSFS, RFC, has worked in the financial services industry for over a decade, primarily working with medical professionals in the New England area. Dierdre's experience has provided her with a thorough understanding of both the goals and the constraints doctors face with their retirement and investment planning objectives.

Dierdre utilizes an independent, objective approach to financial planning and provides her clients with financial solutions based on their specific needs. She possesses a high level of commitment for the highest possible level of client service. With more than fourteen years of direct experience working on financial planning issues, Dierdre is an advocate of objective advisory services leading to comprehensive and accurate financial plans.

  • Analyze goals and objectives
  • Formulate a written plan and investment policy
  • Establish an appropriate investment allocation strategy
  • Introduce and implement suitable insurance and investments
  • Monitor on an ongoing basis, making changes as necessary

Dierdre is a co-founder of the Pension Income Capability Analysis (PICA). The PICA program is a customized financial model that enables Dierdre to uniquely tailor financial solutions and advise clients on income tax, investment, estate/retirement, and practice fringe benefit planning.

Dierdre holds a B.A. in economics from Smith College, and a Masters of Science in Financial Services from The Institute of Business and Finance. Dierdre is a Registered Financial Consultant (RFC) and Board Certified in Estate Planning (BCE). Dierdre is an independent insurance and investment professional and can offer financial planning solutions and products through numerous insurance and investment companies.

E-Mail: dcollins@bfa-online.com
781-893-0909 x243

Bay Financial Associates LLC | 781-893-0909 | email | Important Legal Information | ©2008 All rights reserved
Securities offered through LPL Financial, Member FINRA/SIPC