At Colleen Marie & Associates, we work with attorneys to utilize available resources that will help your family avoid the expensive financial and emotional costs of probate. We assist with document preparation and make both a self-directed and an attorney directed product available for individuals, partners, spouses and families.
As an LDA, CMA does not need the assistance of an attorney; however, we can help attorneys if they request it. At Colleen Marie & Associates, we have been helping families and businesses with their insurance needs for more than 25 years. We are not just sellers of insurance.
As an LDA, CMA does not need the assistance of an attorney; however, we can help attorneys if they request it. At Colleen Marie & Associates, we have been helping families and businesses with their insurance needs for more than 25 years. We are not just sellers of insurance.
Services
About
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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.
Estate Planning
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At Colleen Marie & Associates, we work with attorneys to utilize available resources that will help your family avoid the expensive financial and emotional costs of probate. We assist with document preparation and make both a self-directed and an attorney directed product available for individuals, partners, spouses and families.
Insurance Policy
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At Colleen Marie & Associates, we have been helping families and businesses with their insurance needs for more than 25 years. We are not just sellers of insurance. We have a client-centered practice and take pride in our ability to evaluate your unique individual needs with the goal of finding the most suitable insurance products particularly for you.
Insurance Dispute Resolution
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At Colleen Marie & Associates, we realize that disputes between insurance companies and their insureds often occur. Some disputes are minor and easily resolved. Other disputes take more finesse. Our firm is composed of licensed insurance professionals who are able to immediately analyze your dispute, whether it is with your medical, home, auto, business, or life insurance.
Client Portal
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Clients of our firm will have a personalized client portal set up for them. It's accessible 24/7 online and provides a secure environment for us to share case information, billing information, and communicate with you, our clients. Instead of relying on scattered channels of communication (email, phone, text message, snail mail), the client portal becomes our one-and-only platform for communication.
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