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We help families to…
Create-New

Create Wealth

Using the principles of compound interest and time-tested strategies, we can help you safely multiply your net worth without risky, too-good-to-be-true investments.

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Preserve-New

Preserve Wealth

We’ll show you how to protect your wealth from medical bills and expensive nursing home care, and how to avoid excessive fees and taxation when you retire.

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Preserve-Share

Share Wealth

We can help you chart a financial course that ensures that your loved ones and charities will derive the maximum benefit from your generosity.

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Looking for Senior Benefits & Planning Services?

You’ve come to the right place. A few years ago we evolved into Collier Financial — a name that better represents the services we offer to people of all ages. We’re still the local, family-owned business that people throughout Northeast Indiana have relied on for around 25 years.

Come meet the family.