Keith Nicholson, CFP®, Paraplanner
My role is to be a resource for the needs of our clients. I’m always here for them to provide guidance and answer any questions. I help implement the recommendations and with our ongoing client communications.
What sets Collier apart?
With our specialization in retirement planning, we are in a position to educate and guide our clients through what should be an exciting transition in their lives. We do this by combining our retirement experience with unique and fun events focused around retirement.
Entering retirement is a period of incredible change in a person’s life. I love understanding what someone is looking for in that change and helping them along the way.
Please share one of the most unique or meaningful “lifestyle” experiences that your client achieved.
One of our clients is in her early 80s and recently went on a 10-day hike in the Dolomites. In her retirement she has stayed active and taken all the trips she always dreamed of taking. It was inspiring to see her truly enjoy her encore phase of life.
I love getting to know what makes our clients happy and figuring out ways we can help them pursue that.
Caring. Friendly. Supportive. Always smiling
I’m usually rock climbing, hiking, skiing, eating all kinds of food or exploring Denver with my fiancé and dogs.
One of my favorite things is having the opportunity to teach and educate on new things, whether that’s teaching someone to rock climb or making suggestions for the best new restaurants to try.
These views may not be representative of the views of the other clients and are not indicative of future performance or success.