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Jeffrey C. Collier

Founder of Collier Financial


Just like the most important things in his life – his family – Collier Financial has Jeff’s name attached to it. It’s very personal to him, and still is for over 27 years now.

Tell us about your background.

I didn’t start out an insurance guy in a suit and tie 24/7. I was first in the Air Force and then went into construction. I was a home builder in the Fort Wayne area for 10 years. But the housing recession of the early 90s forced me to change course.

Looking around, and having just gone through what I experienced with the economy and forces at play therein, I really wanted to do something that would help educate people so they could take more control of their finances. After all, that’s what I wanted in my own life and I figured more people would want the same. From that, Senior Benefits and Planning Services was born in 1990.

How did the business grow?

At first, it was pretty much just me and then Tom Stricker, a longtime friend of mine, along with several other agents. As my kids grew, they joined the business as well. Being acquainted with this business from such young ages, my sons — who are now adults with families of their own — have a keen understanding of what we do and how to do it well. We cherish how fortunate we are to work as a family. Perhaps this background is why we love to help other families reduce stress and look to the future with confidence.

After almost a quarter century, we’ve formed wonderful relationships with hundreds of clients. In the beginning, we were focused on serving the needs of retirees in their mid-60s and up, but we recently began serving the needs of younger individuals and their families — folks who are still working professionals. That’s why we recently adopted the name Collier Financial to signify this expansion of our services, and we’re about to move to an expanded new office.

No matter how much we’ve grown or will continue to grow, our focus remains the same: educate people so they can make the best financial decisions possible. We’ll never grow to a point where we can no longer accomplish that goal effectively.

Tell us about your family.

My wife, Robin is my lifelong partner in everything. I can’t imagine spending my life with a better woman. And boy can she bake a pie!

Together, we’ve raised five kids (who are all incredible), doted on 13 grandchildren (even more incredible!), helped take care of ailing parents, run a horse farm…and I wouldn’t change a thing.

I really wanted to do something that would help educate people so they could take more control of their finances. After all, that’s what I wanted in my own life and I figured more people would want the same. From that, Senior Benefits and Planning Services was born in 1990.

– Jeffrey Collier