Call Us: 260-493-3930 Email

Collier Financial University

Have questions about finances, big or small? Crave simple, straight forward solutions, free of charge? Then Collier Financial University is for you.

CFU is an educational series that will feature a variety of topics, including retirement, investments, tax strategy and getting the most out of government programs, just to mention a few. Each program is absolutely free of charge. Collier Financial University is a wonderful way to get answers to questions you have wondered about for years from qualified professionals, or to get ideas and tips about financial planning in a casual, laid-back, no obligation environment.

No Obligation Free Portfolio Analysis

We don’t offer diplomas, but we do offer a no obligation free cost and risk analysis. And it’ll be more than a piece of paper, it’ll be something you can use!

  • Cost and fee analysis: Uncover exactly what you’re paying for in your portfolio.
  • Risk analysis: Clearly identify the risk that your portfolio is taking through a bell-curve.
  • Snapshot report: A very detailed report of every position in your portfolio, and the performance and current yields through the year.
  • Stock intersection report: See exactly what your top 25 holdings currently are and if you are well diversified.
  • Additional Proprietary Reports: Details how your portfolio will react if there’s another 2008 scenario or when there is a market correction.

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

UPCOMING WORKSHOP:

Volatility Trumps Returns

Date/Time To Be Determined

Venue: Eddie Merlot’s

Seating at these exclusive events is limited