Collie Financial Planning, Inc. is an independent, Fee-Only Registered Investment Advisor that provides comprehensive financial planning and investment management services to individuals and retirement plan services to small and medium sized businesses.
Whether funding a child’s college education, planning to leave a legacy to your loved ones, or planning for retirement, your success will require knowledge of investing, insurance, taxation, and other complex subjects, plus attention to detail. To succeed, you’ll need to be engaged and committed to a strategic plan, and that’s where we come in.
