Building A Confident Retirement
Preparing now is the first step to enjoying a confident future. Speak with one of our advisers today, to plan for tomorrow.
Don't get stuck at the bottom.
Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.
It's not always about the money.
Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.
Collier Financial is a name that represents the very family that supports our Clients. Since 1990, our local family owned company has developed relationships and trust with thousands of individuals. We are an independent firm that is not captive to a broker dealer or corporate agenda. We work for you and no one else. With our team of Investment Adviser Representatives who operate under a fiduciary standard of care for our Clients, and an administrative staff diligently working on your behalf, you will always feel like you are a part of something that makes a difference in your life.
We’re here for you!
Curated articles, videos, and more for a financially savvier you.
Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
18 Years’ Worth of Days
“Dirty Dozen” Tax Scams to Watch For
A Bucket Plan to Go with Your Bucket List
9 Facts About Retirement
The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.
The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.