Our Process

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"We start with your life and plan your money around it. That way we can be positive we're always prioritizing what is most important to you."

W. Travis McCollum, CFP®

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of The McCollum Group's foundation of success.


What you can expect

Our business revolves around developing mutual trust between our clients and The McCollum Group. Because of this, you can also expect the following:

  1. Your concerns are our concerns.
  2. We will listen well in order to provide strategic advice.
  3. Ongoing portfolio due diligence, leveraging Baird's extensive, world renowned expertise.
  4. Provide constant, reliable, communication to fit your personal circumstance.

How we operate

Our approach is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice to help simplify your financial life.

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.