Michael Collie (AIF®, CFP®, CKA®, CMFC)
Michael Collie focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Risk measures, rates of return and the numbers that surround us are all important and critical factors of financial planning. To us however, our client relationships are about more than that. It's about people. It's about relationships. It's about your desires, your hopes, your dreams and the purpose for your life. It's about the legacy you are building each day of your life. We go beyond financial planning to help our clients answer the tough but critical questions. What do I want out of life? What do I do with these assets I've worked hard to accumulate and how am I doing as a steward of these resources? Where will it all go when I'm gone and what kind of impact will it have on others? At the end of the day, we help clients achieve true Financial Freedom and create eternal impact. For more information visit www.colliefp.com
Additional Information
For more information please visit www.colliefp.com or give us a call.
NAPFA Start Date
May 05, 2006
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