Call Us: 260-493-3930 Email

A Confident Retirement

Have questions about your assets or retirement path? Seeking simple, straight forward solutions? Then join us for ways you could plan for a confident retirement.

Collier Financial hosts informational series that feature a variety of topics, including retirement goals, investments, tax strategy and getting the most out of government programs, just to mention a few. Every event is 100% complimentary. We feel that this is a wonderful way to get answers from qualified professionals in a laid back, no obligation environment.

No Obligation Portfolio Analysis

We offer complimentary financial check ups. And it’ll be more than a piece of paper or computer program, it’ll be something you can actually put to use!

  • Cost and fee analysis: Uncover exactly what you’re paying for currently in your portfolio.
  • Risk analysis: Clearly identify the risk that your portfolio is currently taking.  Do you know what your risk number is and what it represents in dollars? Are you completely comfortable with taking that risk?
  • Tax planning: See how tax efficient strategies can be a powerful way to utilize your money better than ever!  Whether it be your income tax or how taxes affect even your Social Security, our Advisers will guide you through the complexities of these smart financial strategies.
  • Social Security Maximization:  Did you know that there are over 500 ways to file social Security?  Which one is best?  When is the right time?  Social Security is a big source of income in retirement to many people.  And because many do not understand how to file the best way, they can miss out on potentially hundreds of thousands of dollars of that benefit.  We align our Clients with a program that helps them work through these important filing decisions.
  • Estate and Legacy Planning: We can introduce you to one of our Attorney relationships to assist you in planning for the unknown and inevitable.  Whether it be setting up a will or a trust, appointing or changing beneficiaries, or discovering possible ways to help protect even more of what you worked so hard to achieve, we know that this will get you pointed in the right direction.

We’ll be having many more events in the future. We’ll keep you updated on our current offerings, or you can check back here for more details.


Plan For Success


Venue: Ruth’s Chris Steakhouse

Seating at these exclusive monthly events is limited so RSVP TODAY!

Call or click the button below to RSVP for an event or request a Financial Check Up