Welcome to Collie Financial Planing, Inc.

Comprehensive Financial Planning

This encompasses all areas of a client's financial life, including purpose and life planning, cash flow and lifestyle management, insurance planning and risk management, retirement planning and income distribution, education planning, investment and asset management, tax planning, strategic giving, and wealth transfer and estate planning. We cover each of these areas for our clients, as their own individual circumstances require.

Investment Management

As a Fee-Only firm, Collie Financial Planning, Inc. is compensated solely by its clients, and does not accept commissions or compensation of any kind based on the products or strategies we recommend. By eliminating the inherent conflicts of interest that are so prevalent in the financial advisory world, particularly those associated with commissions and product sales incentives, our clients can always rest assured that we are working in their best interests, not for the interests of a brokerage firm, a bank, and/or their shareholders. There are no products of the month or sales goals to hit. We are 100% client focused, 100% of the time. Further, we serve as a FIDUCIARY ADVISOR to our clients.

Extensive College Planning

Most parents think that the "college planning" and "saving for college" are the same thing. Most parents only begin to plan for college until it becomes urgent. This lack of planning actually increases their out-of-pocket college costs and may needlessly divert thousands of dollars from other savings goals, such as retirement. College planning includes funding strategies that can help parents save ON their college costs, not just FOR college costs. Collie Financial Planning, Inc. is a leader in providing college planning and funding solutions to parents of college-bound children, helping them solve their college funding dilemma. Whether your income is $50,000 or $500,000, our expertise is intended to help you save on out-of-pocket college costs, save untold hours of research and effort attempting to become an expert in college funding and planning, and prepare and pay for college effectively and efficiently, without incurring suffocating debt or robbing retirement and other savings accounts.

401(K) Plan Design

At Collie Financial Planning, Inc., we help company plan sponsors understand and fulfill their legal requirements as fiduciaries on their company retirement plans. This includes a detailed process of Organizing, Formalizing, Implementing and Monitoring a standard set of Global Fiduciary Practices. We partner with leading providers in the industry to establish and manage premier retirement plans for our small and medium sized business clients.