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We are financial educators.

We teach our clients safe and time-tested principles that empower them to create, preserve, and share their wealth.

Your finances are more than numbers on a page, they’re a reflection of your life’s work. That’s why we take a personal approach. It’s our goal to help you find your way through the complex maze of financial products and services so that you get the most out of your money.

Our strategies work: Because of our client-focused practices, Collier Financial has earned the trust of thousands of people — and we’ve helped them cumulatively save and create millions of dollars over the last two decades. That’s an impressive record and we’re proud of it. May we help you, too?

This is What We Do...

Create Wealth

We use a variety of techniques; including tax-free wealth accumulation, safe money investing, and a low volatility investment discipline that generates consistent returns.

Preserve Wealth

We’ll show you how to protect your wealth from medical bills and expensive nursing home care, and how to avoid excessive fees and taxation when you retire.

Share Wealth

We can help you chart a financial course that ensures that your loved ones and charities will derive the maximum benefit from your generosity.