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Who We Serve
- Younger Individuals and Families
- Pre-Retirement Individuals and Families
- Retired Individuals and Families
- Small and Medium Sized Businesses
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Our Services
Comprehensive Financial Planning to include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Charitable Planning
- Education Planning
- And other components...
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How to Choose an Advisor
The following tools are valuable resouces that may help you select the right advisor for you and your family
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Collie Financial Planning, Inc. is an independent, Fee-Only Registered Investment Advisor that provides comprehensive financial planning and investment management services to individuals and retirement plan services to small and medium sized businesses.
Whether funding a child’s college education, planning to leave a legacy to your loved ones, or planning for retirement, your success will require knowledge of investing, insurance, taxation, and other complex subjects, plus attention to detail. To succeed, you’ll need to be engaged and committed to a strategic plan, and that’s where we come in.
