Lance McCollum, CFP®, CLU

Current

Financial Advisor at Northwestern Mutual Financial Network

Past

Financial Representative at The MONY Group
Financial Representative at Nationwide Financial
Financial Representative at Principal Financial Group

see less...

Education

The American College
L.D. Bell High School

Recommended

2 people have recommended Lance

Connections

35 connections

Industry

Financial Services

Websites

Lance McCollum, CFP®, CLU’s Summary

Lance R. McCollum, CFP®, CLU is a Financial Advisor with the Northwestern Mutual Financial Network. The mission of the Network is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.

It is Lance's commitment and belief that who he is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel he provides to clients.

When it comes to financial goals, each decision made and action taken will have a significant impact on future financial circumstances. A good financial blueprint will lay out what needs to be done to achieve goals for tomorrow. A clear understanding of interrelationships is invaluable to confront economic issues that evolve over time.

Because life's complexities leave little room for "standard" approaches, Lance uses a four-step approach in working with clients:

*Ask questions
*Analyze the information
*Make recommendations
*Keep in Touch

Lance's experience also tells him that there is no single blueprint that will work for everyone. Ultimately, success of a client's plan depends on how accurately it reflects an individual's wishes, and the commitment to providing for identified financial needs and goals.

By taking a comprehensive assessment of a client's current situation, Lance helps the client prioritize goals, and develop a workable strategy with clear action steps and timetables.

For additional information on Lance's professional background, areas of expertise and services available, visit his web site at: http://www.nmfn.com/lancemccollum

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Lance McCollum, CFP®, CLU’s Specialties:

To learn about my specialites, visit my web site at; http://lancemccollum.nmfn.com/

Lance McCollum, CFP®, CLU’s Experience

Financial Advisor

Northwestern Mutual Financial Network

(Privately Held; 10,001 or more employees; Financial Services industry)

August 2004 — Present (5 years 5 months)

As a Financial Advisor, Lance looks first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is Lance's approach to helping you shape it and attain it.

Since 1991, clients have chosen to work with Lance because he approaches every client with a servant's heart. Through a discovery process, discussing areas that matter most to you and your family, Lance will take the time to get to know you. Then he will build customized solutions that can help you achieve your personal and financial objectives. The real benefit to Lance's clients is the confidence and clarity they gain by building financial security for today and tomorrow.

Simply put, Lance's mission is to build a trusting, enduring relationship with you and provide you with expert guidance, to help you secure your family's or business's financial future and protect what's important to you.
Financial Representative

The MONY Group

(Public Company; 1001-5000 employees; MNY; Financial Services industry)

February 2002 — July 2004 (2 years 6 months)
Financial Representative

Nationwide Financial

(Public Company; 10,001 or more employees; NFS; Financial Services industry)

September 2000 — February 2002 (1 year 6 months)
Financial Representative

Principal Financial Group

(Public Company; 10,001 or more employees; PFG; Financial Services industry)

July 1997 — September 2000 (3 years 3 months)

Lance McCollum, CFP®, CLU’s Education

The American College

Chartered Life Underwriter, CLU , Life Insurance & Financial Services , 2004 — 2009

Lance McCollum has earned the Certified Financial Planner (CFP) professional certification. The CFP certification is one of the most recognized financial planning marks in the world. CFP certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Activities and Societies:

Lance has been conferred the Chartered Life Underwriter designation, from the American College. The CLU designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals and is the world's most respected mark of life insurance expertise. The American College, is the nation's oldest and largest nontraditional institution for higher learning dedicated exclusively to the academic studies of life insurance and related financial services.
L.D. Bell High School

Additional Information

Lance McCollum, CFP®, CLU’s Websites:

Lance McCollum, CFP®, CLU’s Interests:

Lance enjoys attending his Church, The Lighthouse Church of Burleson. As well as spending time with his family and Labrador retrievers, Roxie & Shelby. He also likes to snow and water ski, fish, ride horses, read and take trips to Colorado.

Lance McCollum, CFP®, CLU’s Groups:

Lance has been a member of the Fort Worth Chapter of the National Association of Insurance and Financial Advisors since 1994; www.fwaifa.org

Lance is actively involved in the communities of Cleburne and Burleson, Texas.

Lance is a member of the Cleburne Chamber of Commerce; www.cleburnechamber.com, and serves on their Ambassador's Committee. Lance is also a member of the Burleson Area Chamber of Commerce; www.burleson.org .

He is also a member and Past Master of Stockyard Masonic Lodge #1244, 1996-1997.