Using the principles of compound interest and time-tested strategies, we can help you safely multiply your net worth without risky, too-good-to-be-true investments.
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.
We can help you chart a financial course that ensures that your loved ones and charities will derive the maximum benefit from your generosity.
You’ve come to the right place. A few years ago we evolved into Collier Financial — a name that better represents the services we offer to people of all ages. We’re still the local, family-owned business that people throughout Northeast Indiana have relied on for around 25 years.