Services
Collier Wealth Management will implement our system to reinforce financial decisions, so that no matter what happens in the market, economy, or world, we can help you progress toward achieving your goals and fulfilling your life in ways that are truly important to you.
Many people have a variety of financial professionals that help guide them through particular areas of their financial life: insurance agent, accountant, lawyer, banker and broker. Unfortunately, most of these people never meet each other and rarely make sure the advice they give you is consistent with the other facets of your financial planning. As a client of Collier Wealth Management, you’ll have someone who will coordinate your finances and your financial professionals.
These are some of the services you’ll enjoy as a Collier Wealth Management client.
- Annual Update of the Financial Road-Map™
Once a year, we thoroughly update your Financial Road-Map® focusing on your values and goals, benchmarking your progress, and discussing how we can continue to support your goals. An updated "Capital Projection," written plans for cash reserves, status of each individual financial asset and goal, the estate legacy, and a listing of all insurances.
- Step by Step Action Plan
Each time we meet we provide a straightforward, chronological list of simple action steps to implement your financial plan which will create the greatest probability that you will stay on track, in order to accomplish your goals, over the years.
- Progress Reports
Every four months you will receive a simple, one-page summary of assets, designed to show your progress benchmarked against your goals.
- Cash & Debt Management
Our team will advise you on exactly how much cash reserves are needed and what should be done to reach that amount (and keep it there). We will also give specific advice on how to reduce and/or eliminate your debt, according to a timeline that makes sense.
- Financial Plan Safety
Our team will assess any threats we see to your plan, and will look at strategies that will increase the overall safety of your plan. In addition, we look at every type of insurance that exists and we're going to tell you exactly the kinds and amounts you should have, or if you should have it at all.
- Wealth Management
Our team will ascertain and analyze how your assets are allocated, and give you advice on how to best position them to create the highest likelihood of achieving your goals. We help paint the "big picture" of your financial situation, with a strategy going forward.
- Income Tax Planning
During the last two months of each year, our team will prepare a summary of tax information related to your investment accounts and share that information with your tax advisor in an effort to identify tax opportunities and remove unexpected surprises.
- Estate Planning
Our team will review and update your estate plan annually, with a significant, highly focused review every five years. The two objectives are to establish a plan for your money to make it to the next generation and beyond and, secondly, to create a structure that will bring your heirs closer together, avoiding conflicts about the money after your demise.
- Wealth Vision™ personal financial website
A personal financial homepage complete with access to all your financial data, and aggregated view of all financial accounts, a secure electronic document vault and other helpful tools. Your Wealth Vision™ home page allows you to see your entire financial picture in a quick, accessible format with current data.
Click here for a video.
- Advice on Demand
Use our team as a resource to answer financial questions of any type. Whether you are considering a major purchase or buying a car or a second home, we can help you make smart choices.
Securities, Insurance products and advisory services are offered by LPL Financial and its affiliates, Member FINRA/SIPC and a registered investment advisor. No information on this website is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security. Registered Representatives of LPL Financial whose identities and associations with Collier Wealth Management, Inc. disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: AK, AL, AR, CA, FL, GA, IL, IN, KY, NC, OH, PA, MD, RI, TN, TX, VA