Privacy Policy

Collie Financial Planning, Inc., a Registered Investment Advisor, is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by Collie Financial Planning, Inc. We have never disclosed information to nonaffiliated third parties, except as permitted by law, and do not anticipate doing so in the future. If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising you first. As you know, we use financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. Our policy with respect to personal information about you is listed below:

Navigation Links

Client Login

 

Company Info

One Town Square Blvd, Suite 206
Asheville, NC 28803

Map & Driving Directions

103 Black Mountain Ave, Suite 12
Black Mountain, NC 28711

Map & Driving Directions

Phone: (828) 654- 8830 /
(877) 726-5543

Fax: (815) 550-1418

Email: mcollie@colliefp.com