Building A Confident Retirement
Preparing now is the first step to enjoying a confident future. Speak with one of our advisers today, to plan for tomorrow.
Don't get stuck at the bottom.
Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.
It's not always about the money.
Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.
WELCOME TO COLLIER FINANCIAL
Collier Financial is a name that represents the very family that supports our Clients. Since 1990, our local family owned company has developed relationships and trust with thousands of individuals. We are an independent firm that is not captive to a broker dealer or corporate agenda. We work for you and no one else. With our team of Investment Adviser Representatives who operate under a fiduciary standard of care for our Clients, and an administrative staff diligently working on your behalf, you will always feel like you are a part of something that makes a difference in your life.
Here for you as always.
Located in Fort Wayne, Indiana and Ann Arbor, Michigan, Collier Financial is a nationally recognized resource for financial advice since 1990.
Helpful Content
Curated articles, videos, and more for a financially savvier you.
Retirement
Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.
Investment
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
Insurance
A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.
Lifestyle
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
18 Years’ Worth of Days
A Bucket Plan to Go with Your Bucket List
9 Facts About Retirement
Investing for Impact: Make a Difference While Pursuing Your Goals
In this ebook, you'll learn the history and key elements of investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.