Become Financially Fit.
Health is not just in mind and body.
Make sure you are financially healthy to live the life you desire.
We Partner with Independent Insurance Agencies
Let us help you provide a more comprehensive financial strategic package to your clients.
Colin Murray has been a licensed financial consultant since 2008. His experience ranges from helping young families get their plan started to designing income and legacy plans for retirees. He focuses heavily on workplace retirement plans - at both the employee and company level.
Colin began his financial services career with two Fortune 500 companies - a life insurance company and a large bank. While he valued the training and experience he received in the corporate environment, the sales quotas and incentives to use proprietary products lead him to "hang a shingle" as an independent financial consultant in 2017. He is the founder of Agency Financial Partners LLC and works with independent insurance agencies to provide financial advice to their clients.
Colin has a bachelor's degree in business from Providence College and holds two of the financial profession's most respected designations - Certified Financial PlannerTM and Chartered Life Underwriter®. He is fully licensed for securities, advisory services, and insurance. Colin is an avid Red Sox fan and enjoys live music and traveling with his wife and four children.
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 my foundation of success.
The work we do with our clients can be broken down into four modules. Sometimes we focus on one issue at a time. Sometimes we tackle a few at the same time.
Focus on your values - and use your money to make your life better.
We can help you manage your current workplace retirement account.
Your goal is our goal - grow and protect your life savings.
We will help you determine the type and amount of coverage you need, and review any current policies.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
"Big Picture" planning is the foundation of our process, but if you have an immediate need or concern, we will certainly focus on that. Basically, the first conversation is a friendly introduction where we both decide if it makes sense to meet again and potentially work together. We hope you will have questions for us too!
Here Are A Few of the Independent Insurance Agencies We Currently Support
We create financial strategies tailored to your goals.
Bull and Bear Go To Market
When Markets React
We’d love to hear from you!