Collie Financial Planning, Inc.
Financial Service
Why pick this one
Collie Financial Planning, Inc. is an independent, Fee-Only Registered Investment Advisor offering comprehensive planning from Asheville and Black Mountain offices.
Best for
- Younger individuals and families establishing financial goals
- Pre-retirement families planning for retirement and managing peak earning years
- Retired individuals managing income distribution and preserving assets
- Families planning for education costs
- Clients seeking tax, estate, charitable, or insurance planning
- Small and medium-sized businesses establishing or managing retirement plans
Specialties
- Comprehensive financial planning
- Investment management
- Retirement planning and income distribution
- Tax planning
- Estate planning and wealth transfer
- Charitable planning and strategic giving
- Education planning
- Insurance planning and risk management
- Cash flow and lifestyle planning
- Small and medium-sized business retirement plans
Certifications
- Certified Financial Planner (CFP)
- Accredited Investment Fiduciary (AIF)
- Certified Kingdom Advisor (CKA)
- NAPFA Registered Advisor
- Financial Planning Association member
- Series 65
What makes them different
- Independent, Fee-Only Registered Investment Advisor
- Compensated solely by clients and does not accept commissions or product-based compensation
- Serves as a fiduciary advisor
- Maintains offices in Black Mountain and Asheville
- Uses purpose and life planning as the foundation of its financial planning process
- Years in business
- 21
Distilled from this business's own website.
Contact & Location
- Address
- 1 Town Square Blvd Ste 265, Asheville, NC 28803-5086
- Phone
- 18286548830
- Website
- https://www.colliefp.com
- info@colliefp.com
Services
- Financial planning
- Investment management
- Retirement plan services