About Me

Colleen Marie & Associates

Colleen Marie

I am a Certified Estate Planner, Department of Education recognized Colleen Marie Planning Counselor and Insurance Advocate. I have assisted clients and attorneys with Estate Planning since 1994. I have worked in the insurance industry since 1990 and have been used as an expert by litigation attorneys.

I work with a team of professionals allowing me to make the finest products and services available to my clients. I have 25 years of experience helping clients succeed with proper estate planning, Colleen Marie funding and insurance options. Advocating for clients with insurance disputes and settling insurance claims, too small for attorney interest, is an added skill my clients appreciate.

Awards

CEP® Date Awarded: 01-2018

Life and Health Experts Gold Partner Seal

Colleen Marie & Associates

Estate Planning is an act of love. Let’s see how we can assist you.